Advocacy Financial Fees & Minimum

Overview

Headquarters: Covington, LA
Total Firm Assets: $103 million
Average High-Net-Worth Client Portfolio Size: $2.6 million
Stated Minimum Account Size: $50,000

Fee Disclosure

Source: ADV PART 2A ADVOCACY FINANCIAL (2026-10-08) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	2.00%
$250,001	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$2,500,000	1.00%
$2,500,001	$5,000,000	0.75%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$48,750	0.98%
$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: 74.86%
Number of High-Net-Worth Clients: 30
Total Client Accounts: 289
Discretionary Accounts: 289

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 305954

ADV PART 2A ADVOCACY FINANCIAL (2026-10-08) (fee schedule source) · View brochure text

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

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