Joel Robideaux is a registered investment advisor at Summit Financial Wealth Advisors, based in Lafayette, LA, with 6 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 1,265 clients with $1.8B 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Rates shown are for equities and mutual funds. Fixed income investments are charged at 0.65% for the first $250,000 and 0.50% for amounts over $250,000. Fees are negotiable.
Fee Estimator
Location
1021 E. St. Mary Blvd., Lafayette, LA, 70503
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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
Joel is a managing member of DBL Enterprises, LLC and DBL Consulting, providing consulting and accounting services related to governmental affairs, dedicating about 10-20% of his time. He is also a member of the Louisiana Tax Institute, reviewing and recommending new tax laws for the state.
Employment History
Current Registrations
Summit Financial Wealth Advisors
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.
Exams
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