AL
AL

Andre Dillon Leboeuf

4 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
62 advisors
Number of Clients
197,089 clients
Average Client Portfolio
$157K average
Assets Under Management
$30.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Alight Financial Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Alight Financial Solutions, LLC
March 2022 - Present · 3 yrs 11 mos
Alight Financial Solutions, LLCBroker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
March 2021 - February 2022 · 11 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andre Dillon Leboeuf - Financial Advisor | TrueAdvisor