Claude Duet is a registered investment advisor at Asset Planning Services INC, based in Covington, LA, with 20 years of industry experience. Claude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 148 clients with $370M 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 annual fee of 1.50% of monitored portfolio assets. Fees are negotiable.
Fee Estimator
Location
509 W. 21st Avenue, Covington, LA, 70433
Get directionsHistory
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
Asset Planning Services 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
More Advisors
- Randy Kinchen, CFPLPL Financial LLC
- Chad Hunt, CFPLPL Financial LLC
- Eric Dunavant, CFPParadiem, LLC
- Garrett Booth, CFPEdward Jones
- Craig Marcello, ChFCTurning Point Financial
- Lavon Welch, CFPCambridge Investment Research Advisors, INC.