Andrea Dubuc is a CFP-designated registered investment advisor at Ballentine Partners, based in Wolfeboro, NH, with 20 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
15 N. Main Street, Suite 6, Wolfeboro, NH, 03894
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Ballentine Finn & CO INC
State Registrations3 states
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