Dean Mailhes is a CFA-designated registered investment advisor at Heritage Capital Management, INC., based in Monroe, LA, with 20 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 285 clients with $61M 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 | 1.25% |
Annual investment advisory fees generally range from 0.80% to 1.25% of assets under management. Fees are negotiable based on criteria such as the dollar amount of assets, anticipated future assets, and related accounts.
Fee Estimator
Location
1609 Stubbs Avenue, Monroe, LA, 71201
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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
Dean is a partner in JJD Properties, LLC (real estate) since 1998, president of Heritage Capital Management since 1995, and a member of Sandstar, LLC (real estate) since 2017 and Hershey Lake, LLC (real estate) since 1999. These activities take minimal time.
Employment History
Current Registrations
Heritage Capital Management, INC.
Argent Advisors, INC.
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.
Exams
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