Lamar Villere is a CFA-designated registered investment advisor at St. Denis J. Villere & CO., LLC, based in New Orleans, LA, with 11 years of industry experience. Lamar 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
Lamar is a member of the board of directors of Barron Collier Corporation, a real estate development and management company, and five of its affiliates. He spends minimal time in this role.
Employment History
Current Registrations
St. Denis J. Villere & CO., LLC
State Registrations2 states
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