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Austen Delahaye

15 Years of Experience
Baton Rouge, LA
Sells Insurance

Austen Delahaye is a registered investment advisor at Almanack Investment Partners, based in Baton Rouge, LA, with 15 years of industry experience. Austen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
426 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$945.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual 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 11 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.
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