Question 1

Why should I hire a financial advisor to manage my money?

Accepted Answer

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Question 2

How can I pick a good financial advisor?

Accepted Answer

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Question 3

What's the difference between a financial planner and a financial advisor?

Accepted Answer

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Question 4

How much money should you have before getting a financial advisor?

Accepted Answer

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Question 5

What type of financial advisor do I need?

Accepted Answer

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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

Find The Best Financial Advisors in Metairie, Louisiana

How To Find The Best Financial Advisors in Metairie, Louisiana
Last Updated - 13-Jun-2023

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