Andre Caubarreaux is a registered investment advisor at Andre Caubarreaux, based in Mansura, LA, with 38 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fee on assets over $1 million is negotiable. Minimum annual fee is $100 and is negotiable.
Fee Estimator
Location
Mansura, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andre works as a registered investment advisor, dedicating about a third of his time to tactical asset allocation and asset management services. He also owns a business consulting firm, spends a few hours per week on it, and owns Caubarreaux Stables, dedicating about 10-20% of his time to breeding and racing horses, and spends full-time as owner of Titan Value Equities Group.
Employment History
Current Registrations
Andre Caubarreaux
Previous Registrations
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Corporate Securities Group, INC.Broker
Sherwood Capital, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.