Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Metairie, Louisiana, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 8 non-vetted financial advisors in Metairie, Louisiana, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Metairie, Louisiana have an average of 0 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785 | 306876 | $1,673,599,482 | 6108 | A Percentage of AUM, Fixed Fees |
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002 | 300186 | $1,476,273,056 | 7 | A Percentage of AUM, Fixed Fees, Performance Based, Other (EQUITY INVESTMENT) |
FPL CAPITAL MANAGEMENT, LLC 3525 North Causeway Boulevard, Suite 633 Metairie, LA, 70002 | 117499 | $562,959,408 | 813 | A Percentage of AUM, Hourly charges, Fixed Fees |
SECOND LINE CAPITAL, LLC 2800 Veterans Memorial Blvd., Suite 220 Metairie, LA, 70002 | 324386 | $279,922,103 | 1485 | A Percentage of AUM, Hourly charges, Fixed Fees |
WEALTHHARBOR CAPITAL GROUP, LLC 433 Metairie Rd, Suite 500 Metairie, LA, 70005 | 118614 | $252,439,388 | 298 | A Percentage of AUM, Fixed Fees |
ADG WEALTH MANAGEMENT GROUP, LLC 433 Metairie Road, Suite 500, Metairie, LA, 70005 | 132341 | $236,762,721 | 1172 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (NEGOTIABLE FEES, SOLICITOR FEES, SUB ADVISORY FEES) |
CRESCENT STERLING LTD. 4415 Shores Drive, Suite 250 Metairie, LA, 70006-6804 | 106633 | $205,000,000 | 516 | A Percentage of AUM, Hourly charges, Fixed Fees |
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. 6620 Riverside Drive, Suite 207 Metairie, LA, 70003 | 113181 | $153,300,097 | 1413 | A Percentage of AUM |
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