Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Minimum annual fee of $1,250.00
Fee Estimator
Our typical fee is based on the market value of your assets under management. The tiered annual fee schedule is: 1.25% on the amount up to $1,000,000 with a minimum charge of $1,250.00 per year, 0.80% of the excess between $1,000,000.00 and $3,000,000.00, and 0.50% on amounts in excess of $3,000,000.00. Fees are computed and billed quarterly in advance. Hourly charges may also apply. If you decide to cancel the contract between the fifth day after signing and the end of the quarter, you may be charged a set-up fee which will be based on the hours involved billed at $200.00 per hour. The minimum account size is $500,000.00 per client.
Areas of Practice
Advisor Information
Office location
830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Catherine serves as a trustee for the Stanley Ray Philanthropic and Civic Trust since October 2021.