Courtney Deveau
Courtney Deveau is a registered investment advisor at Peachtree Investment Partners, LLC, based in Vero Beach, FL, with 2 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. Some clients may pay more or less than other clients for the same management services, depending on account inception date, number of related investment accounts, anticipated future deposits, or total assets under management.
Fee Estimator
Location
Vero Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peachtree Investment Partners, LLC
State Registrations1 state
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