Louis Shaff is a registered investment advisor at Corient, based in Plano, TX, with 14 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B 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 | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
5560 Tennyson Parkway, Suite 260, Plano, TX, 75024
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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
Louis is the CFO of The Cabana Group, LLC, a holding company, and spends about 10-20% of his time there. He also works at Hesse, Hesse & Blythe PC for a few hours per week, is an IAR at Cabana Asset Management (spending about 10-20% of his time), and is a partner and wealth advisor at Corient Private Wealth (nearly full-time).
Employment History
Current Registrations
Corient
Cabana Asset Management
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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