CF

Claire Cofer Friedrichs

33 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$565K average
Assets Under Management
$244.1M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$500 - $10,000

Investment Supervisory Services and Portfolio Management Services fees range from 0.50% to 2.50% of assets under management. A minimum of $100,000 of assets under management is required for these services, but this may be negotiable. Financial planning fees range from $500 to $10,000, depending on the complexity of the client's circumstances. Management personnel may receive commissions from implementing transactions, but these are offset against advisory fees.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

400 Poydras, Suite 2100, New Orleans, LA, 70130

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
August 2021
Customer Dispute
June 2012
Settled
Customer Dispute
June 2001
Settled
Other Business Activities

Claire is a partner and business owner at Friedrichs Taylor LLC since 2013, an investment-related business. She spends minimal time on this activity, primarily collecting rent.

Employment History
Current Registrations
Coker & Palmer Broker
August 2021 - Present · 4 yrs 5 mos
Coker & Palmer
August 2021 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
March 2013 - August 2021 · 8 yrs 5 mos
Raymond James & Associates, INC. Broker
March 2013 - August 2021 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - March 2013 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2005 - March 2013 · 7 yrs 3 mos
Citigroup Global Markets INC. Broker
September 1993 - December 2005 · 12 yrs 3 mos
Howard, Weil, Labouisse, Friedrichs INC.Broker
October 1992 - August 1993 · 10 mos
State Registrations3 states
LAMSTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Claire Cofer Friedrichs - Financial Advisor | AdvisorDiscover