Family Wealth Partners Concord, INC
Assets Under Management
$31.4M
Number of Clients
127
Number of Advisors
2
Average Client AUM
$247K
AUM per Advisor
$15.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
This brochure supplement provides information about Leo Theriault, an Independent Investment Adviser Representative of Family Wealth Partners Concord, Inc. It includes his educational background, business experience, disciplinary information, other business activities, and supervision details.
Fee Structure
There is no additional compensation awarded for providing advisory or financial planning and consulting services, such as sales awards, prizes or bonus payments.
Areas of Practice
Investment Management
Loading...
Location
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025