Michael Word
Michael Word is a registered investment advisor at Cane Capital Partners, LLC, based in Saint Francisville, LA, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 387 clients with $240M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
11739 Ferdinand Street, Saint Francisville, LA, 70775
Get directionsHistory
Regulatory History (3)
Regulatory
September 2009Customer Dispute
September 2009Customer Dispute
March 2009Other Business Activities
Michael has partial ownership in several businesses, including Word Asset Management, Southern Portable Storage, Word Investments LLC, Conservation Land Management, MJMB Property LLC, and Spanish Lake Restoration LLC. He also has a financial interest in apartments through Vantage Pointe, dedicating minimal time to these ventures.
Employment History
Current Registrations
Cane Capital Partners, LLC
Previous Registrations
Kg Capital Management, LLC
Vere Global Wealth Management
Sterne, Agee & Leach, INC.Broker
Multi-Financial Securities CorporationBroker
Multi-Financial Securities Corporation
Stanford Group Company
Stanford Group CompanyBroker
Raymond James Financial Services, INC.Broker
Fsc Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
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.