CV
CV

Chloe Leah Villemure

2 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

230 Third Ave, 6th Floor, Waltham, MA, 02451

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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

Chloe is a real estate agent with Coldwell Banker and a certified personal trainer. These activities are compensated and performed outside of business hours.

Employment History
Current Registrations
Ballentine Partners
November 2023 - Present · 2 yrs 3 mos
State Registrations3 states
FLMANH
Advisor
Exams
No exam information available for this advisor.
Chloe Leah Villemure - Financial Advisor | TrueAdvisor