Lynella Ann Devillier

Legacy Wealth Concepts

33 Years of Experience

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Firm Information

Legacy Wealth Concepts

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

151 clients

Average Client Portfolio

$429K average

Assets Under Management

$64.8M

Fee Structure

Minimum Investment:$250K

Hourly Rate:$150/hr

Fees for managing assets range from 0.25% to 1.25% per year, billed quarterly. Financial planning is offered at $150 per hour or a negotiated fixed fee. Retainer fees for ongoing financial planning activities are also negotiable. The minimum account size is generally $250,000 of investable assets, but exceptions may be made.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

17461 Jefferson Hwy., Suite B, Baton Rouge, LA, 70817

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Regulatory History (1)

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Employment Separation After Allegations

December 2007

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Other Business ActivitiesSells Insurance

Lynella is an independent insurance agent since 1988. She also has ownership in several real estate rental companies and holding companies, as well as a strategy advisor for a workforce management software developer.