Alida Villien is a registered investment advisor at Summit Financial Wealth Advisors, based in Lafayette, LA, with 27 years of industry experience. Alida operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,265 clients with $1.8B 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Rates shown are for equities and mutual funds. Fixed income investments are charged at 0.65% for the first $250,000 and 0.50% for amounts over $250,000. Fees are negotiable.
Fee Estimator
Location
1021 E. St. Mary Blvd., Lafayette, LA, 70503
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Employment History
Current Registrations
Summit Financial Wealth Advisors
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
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.
Exams
More Advisors
- Christopher BreauxSummit Financial Wealth Advisors
- Michael Pharr, CFPSummit Financial Wealth Advisors
- Ceata Hackett, CFPEdward Jones
- Jonathan Booth, CFABooth-Laird Capital Management, LLC
- Rhett Hackett, CFP, ChFCEdward Jones
- Kyle Champagne, CFPAmeriprise Financial Services, LLC