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Austen Delahaye

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
409 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$773.4M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Almanack Investment Partners' investment management fee is a percentage of the value of your investments, generally ranging from 0.05% to 2.5% annually. Please consult with your individual advisor for their specific fee schedule. A minimum of $100,000 of assets under management is typically required for investment advisory services. The minimum account size may be waived by Almanack at its discretion as Almanack does not have a minimum asset management fee.

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Location

383 Highlandia Drive, Suite 215, Baton Rouge, LA, 70810

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Austen owns residential rental property since 2009. He is also a partner in an insurance and financial services business, dedicating minimal time to it.

Employment History
Current Registrations
Almanack Investment Partners
November 2022 - Present · 3 yrs 4 mos
Previous Registrations
Planning for Wealth, LLC
January 2021 - November 2022 · 1 yr 10 mos
Eagle Strategies LLC
February 2019 - January 2021 · 1 yr 11 mos
Nylife Securities LLCBroker
July 2011 - January 2021 · 9 yrs 6 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.
Austen Delahaye - Financial Advisor | TrueAdvisor