This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2020
- Office Locations
- 1
Office Locations
About Lessard Wealth Management
Lessard Wealth Management provides comprehensive wealth management combining customized financial planning with active portfolio management, with retirement, tax-efficiency, and legacy planning coordinated alongside clients’ attorneys and tax professionals. Portfolios are primarily implemented with public funds and ETFs, supported by ongoing proactive reviews as markets and tax laws change. Custody available at Schwab or LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KATRINA C LESSARD
Chief Executive Officer, Managing Member
- CRD
- #4207533
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,581,088 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,581,088 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing