Keith Laterrade
Keith Laterrade is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Metairie, LA, with 22 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
1825 Veterans Boulevard, Metairie, LA, 70005
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Regulatory History (1)
Customer Dispute
December 2020Other Business ActivitiesSells Insurance
Keith is doing business as Gulf Coast Wealth Management, spending nearly full-time hours there. He also sells life, health, disability, LTC, and fixed annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations16 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.