Rudy Blanchard
Rudy Blanchard is a CFP-designated registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 22 years of industry experience. Rudy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Investment Management, Real Estate Investing, and 1 more. Their firm serves 554 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 0.25% to 2.0% of assets under management and are negotiable.
Fee Estimator
Contact
Rudy Blanchard
Location
6620 Riverside Dr, Ste 207, Suite 257, Metairie, LA, 70003
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
Regatta Research & Money Management L.L.C.
State Registrations2 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.
Exams
More Advisors
- Claudia Hayden, CFPRegatta Research & Money Management L.L.C.
- Eric GreschnerRegatta Research & Money Management L.L.C.
- Alex Brignac, CFPEdward Jones
- Derrick Williams, CFPCreative Planning
- Ralph Freibert, CFPPlanning Associates Wealth Management, LLC
- Michael Nobile, CFPCrescent Sterling LTD.