Hibernia Wealth Partners, LLC
Assets Under Management
$346.6M
Number of Clients
691
Number of Advisors
7
Average Client AUM
$502K
AUM per Advisor
$49.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hibernia Wealth Partners, LLC (HWP) manages assets on a discretionary and non-discretionary basis. They offer investment advisory services, financial planning and consulting, and ERISA plan services. HWP may select sub-advisors or recommend third-party managers. Financial planning covers net worth, cash flow, retirement, investments, tax reduction, and estate preservation.
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
Location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806