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Thierry Hasse

20 Years of Experience
2 Disclosures

Thierry Hasse is a registered investment advisor at Elevage Partners, LLC, based in Springfield, MA, with 20 years of industry experience. Thierry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 371 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$396K average
Assets Under Management
$147.0M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $7.0M0.70%
$7.0M - $9.0M0.60%
$9M+0.50%

Minimum annual fee of $5,000. Fees are negotiable. Discounts may be offered to family members and friends of associated persons.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

819 Worcester Street, Suite 7, Springfield, MA, 01151

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History

Regulatory History (2)
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Employment Separation After Allegations
May 2009
Employment Separation After Allegations
September 2007
Employment History
Current Registrations
Elevage Partners, LLC
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Natalliance Asset Management LLC
July 2019 - April 2021 · 1 yr 9 mos
Natalliance Securities, LLCBroker
January 2019 - January 2022 · 3 yrs
Auriga USA, LLCBroker
May 2016 - December 2018 · 2 yrs 7 mos
Xzerta Trading, LLCBroker
April 2015 - May 2016 · 1 yr 1 mo
Auriga USA, LLCBroker
July 2009 - April 2015 · 5 yrs 9 mos
Keybanc Capital Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Calyon Securities (USA) INCBroker
July 2004 - October 2007 · 3 yrs 3 mos
Worldco, L.L.C.Broker
July 2000 - April 2002 · 1 yr 9 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.