Andrew Valentine Pool
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regatta's management fees are negotiable and range from 0.25% to 2% annually, based on assets under management. Fees are billed quarterly in advance. Financial planning fees range from $200 to $300 per hour, depending on complexity, and are due upon completion of the plan. There is no minimum financial planning fee. Clients may also incur fees charged by third-party managers and custodians.
Areas of Practice
Advisor Information
Office location
2121 N. Causeway Blvd., Suite 257, Metairie, LA, 70001
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Andrew owns nine rental properties and is also an owner and tradesman in a construction and remodeling business. He spends about 10-20% of his time on the construction business and minimal time during trading hours.