GAA's asset-based investment advisory fees are charged at an annual rate up to 3.00%, depending on the relationship size, inclusion/exclusion of transaction fees, and service complexity. Fees are negotiable between the client and the IAR. Financial planning services are offered based on assets, hourly (up to $500/hour), or as a fixed engagement fee. Retirement plan advisory fees range up to 3.00% annually and may be negotiable.
8550 United Plaza Blvd, Suite 702, Baton Rouge, LA, 70809
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Laurna is the COO/Agent of Record for West Valley Insurance, an independent property and casualty agency, dedicating about 10-20% of her time with no compensation. She is also a distributor for Topanga Scents, a scented household supplies company, spending minimal time and earning commission.