Kirk Blaise
Kirk Blaise is a CFP-designated registered investment advisor at Creole Wealth Solutions, LLC, based in New Orleans, LA, with 28 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 25 clients with $23M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Firm may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
New Orleans, LA
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Kirk is an insurance agent for BlueCross BlueShield of LA, spending minimal time on this. He is also involved with Exclusive Insurance Brokerage and Creole Health Solutions, dedicating about a quarter of his time to each, and Blaise & Associates, LLC, spending about 10-20% of his time.
Employment History
Current Registrations
Creole Wealth Solutions, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.