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%.
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
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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 →John operates his LPL business under the DBA Hibernia Wealth Partners and is an Investment Advisor Representative (IAR) through Hibernia Wealth Partners, LLC. These investment-related activities take nearly all of John's time.