Karla Marcello is a registered investment advisor at Guilbault Capital, based in Metairie, LA, with 25 years of industry experience. Karla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 148 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee rate for new clients. Fees are based on cumulative household assets under management. Fees may be negotiable for certain clients or specific client holdings.
Fee Estimator
Location
3850 N Causeway Blvd., Suite 121, Metairie, LA, 70002
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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
Guilbault Capital
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Fbr Investment Management, INC.
Fbr Investment Management, INC.
Friedman Billings Ramsey Investment Management INC
Friedman, Billings, Ramsey & CO., INC.Broker
State Registrations1 state
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.