Advisor.Investments Fees & Minimum

Overview

Headquarters: Baton Rouge, LA
Total Firm Assets: $199 million
Average High-Net-Worth Client Portfolio Size: $2.0 million

Fee Disclosure

Source: ADV PART 2A (2026-02-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.35%
$500,001	$1,000,000	0.85%
$1,000,001	$2,000,000	0.70%
$2,000,001	$4,000,000	0.45%
$4,000,001	$8,000,000	0.35%
$8,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,000	1.10%
$5 million	$30,500	0.61%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 78.62%
Number of High-Net-Worth Clients: 79
Total Client Accounts: 316
Discretionary Accounts: 266
Non-Discretionary Accounts: 50

Services Offered

Services: Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 142202

ADV PART 2A (2026-02-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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