Hugh Uhalt
Hugh Uhalt is a registered investment advisor at Cane Capital Partners, LLC, based in Saint Francisville, LA, with 20 years of industry experience. Hugh 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 (1)
Customer Dispute
February 1999Other Business Activities
Hugh is a partner/owner in a real estate management firm. This activity is not investment-related.
Employment History
Current Registrations
Cane Capital Partners, LLC
Previous Registrations
Kg Capital Management, LLC
Kg&l Capital Management, LLC
Stifel, Nicolaus & Company, Incorporated
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.