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