AD
CFP
AD
CFP

Andrea Clare Dubuc

20 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
333 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$12.0B

Fee Structure

Minimum Investment:$4M
Financial Planning:Investment management only
Minimum Annual Fee:$40,000
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Location

15 N. Main Street, Suite 6, Wolfeboro, NH, 03894

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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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Other Business Activities

Andrea is the treasurer for Back Bay Hockey, performing tasks such as QuickBooks data entry, bill pay, and generating financial reports. This activity is not compensated and occurs outside of business hours.

Employment History
Current Registrations
Ballentine Partners
February 2010 - Present · 16 yrs
Previous Registrations
Ballentine Finn & CO INC
November 2005 - February 2010 · 4 yrs 3 mos
State Registrations3 states
MANHTX
Advisor
Exams
No exam information available for this advisor.
Andrea Clare Dubuc - Financial Advisor | TrueAdvisor