Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
155 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$343.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M+0.50%

For accounts opened prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1460 Energy Centre, 1100 Poydras Street, New Orleans, LA, 70163

Get directions

History

Regulatory History
Clean regulatory record

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

Moylan is a member of GF Group, LLC, a holding company with real estate and private equity investments. He receives no compensation (other than investment returns) and spends minimal time on this activity.

Employment History
Current Registrations
Thirtynorth Investments, LLC
January 2011 - Present · 15 yrs 2 mos
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.