GP
CFA
GP
CFA

Gerard Anthony Plauche

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
170 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$429.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M0.80%
$3M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,250
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Location

111 Veterans Memorial Blvd., Suite 1555, Metairie, LA, 70005

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Delta Financial Advisors, L.L.C.
January 2011 - Present · 15 yrs 1 mo
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.