Cary Amann is a registered investment advisor at A-V Capital Management, LLC, based in Metairie, LA, with 19 years of industry experience. Cary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 54 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A-V Capital charges an annual fee based on a percentage of the assets they manage. The exact percentage depends on the type of account (Equity, Balanced, or Fixed Income) and the amount invested. The fees are negotiable but will not exceed 2.00%.
For example:
- Equity accounts: Fees range from 1.25% to 2.00% depending on the amount invested.
- Balanced accounts: Fees range from 1.00% to 2.00% depending on the amount invested.
- Fixed Income accounts: Fees range from 0.35% to 1.50% depending on the amount invested.
A-V Capital generally requires a minimum of $500,000 to manage investments, but this can be waived.
Location
One Galleria Blvd, Suite 1900, Metairie, LA, 70001
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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
A-V Capital Management, LLC
Previous Registrations
Morgan Keegan & Company, INC.
State Registrations2 states
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