Stdenis Villere
Stdenis Villere is a registered investment advisor at St. Denis J. Villere & CO., LLC, based in New Orleans, LA, with 25 years of industry experience. Stdenis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 439 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
601 Poydras Street, Suite 1808, New Orleans, LA, 70130-6308
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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 →Other Business Activities
Stdenis is a member of the advisory board at Resource Bank, manager of Acme Float Company, LLC, a member of the Eye, Ear, Nose, & Throat Hospital Investment Committee, a board member of Carrollton Booster Club, Inc., and the owner of a rental property. None of these activities involve selling insurance products.
Employment History
Current Registrations
St. Denis J. Villere & CO., LLC
Previous Registrations
Quasar Distributors, LLCBroker
Quasar Distributors, LLCBroker
First Fund Distributors, INC.Broker
Gerard Klauer Mattison & CO., INC.Broker
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.