Theresa Aguillard
Theresa Aguillard is a registered investment advisor at Advantage Wealth Management, L.L.C., based in Lafayette, LA, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $4.9M 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 $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees may be waived or lowered for some clients at the firm's discretion.
Fee Estimator
Location
100 Asma Boulevard, Suite 203, Lafayette, LA, 70508
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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
Advantage Wealth Management, L.L.C.
Previous Registrations
Cullen Asset Management
Merrill Lynch Pierce Fenner & Smith 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.