Advisor at Surience Private Wealth LLC
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Firm
Surience Private Wealth LLC
Location
Yakima, WA 98901
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
37 years
Armand Doucette is a CFP® and ChFC® with 37 years of industry experience. He is the sole advisor at Surience Private Wealth LLC, where he has worked since 2021, following a 12-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he owns Silently Speaking LLC, a business related to his interest in playing drums. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals, including high net worth clients, as well as institutional entities. The firm employs proprietary econo-physics based mathematical models combined with qualitative analysis and manages portfolios primarily through individual securities and ETFs, offering a risk-managed, trend-focused approach.
Based on Surience Private Wealth LLC
Financial planning and consulting fees typically range from $2,500 to $50,000, generally not exceeding $20,000 annually
$0 - $999,999: 1.75% $1,000,000 - $2,499,999: 1.45% $2,500,000 - $9,999,999: 1.15% $10,000,000 - $25,000,000: 0.95%
Account minimum: $2,500 minimum annual fee (can be negotiable) Minimum fee: Minimum annual fee of $2,500, billed $625 quarterly, can be waived at firm's discretion Fee-only: Fee-only basis; no commissions received by firm
402 E Yakima Ave, Suite 120
Yakima, WA 98901
Texas · Washington
Surience Private Wealth
2021 - Present (5 years)
Wells Fargo Advisors Financial Network LLC
2009 - 2021 (12 years)
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Fund sponsor
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
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