Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable and may be asset-based (ranging from 0-3% annually) or fixed fees, varying by client based on complexity, assets managed, and the overall relationship. Fees are deducted from your account by the custodian. Financial planning is charged hourly ($500/hour), fixed, or ongoing, billed in advance. ERISA plan fees shall not exceed 1%.
Areas of Practice
Advisor Information
Office location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
Get directionsRegulatory History (2)
Customer Dispute
July 2019Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including holding companies for personal use assets, real estate rentals, and providing investment advisory services through Hibernia Wealth Management, dedicating about 10-20% of their time. Paul also works as an independent agent selling group health insurance, dedicating minimal time to this activity.