Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.50% |
For accounts opened prior to 8/29/2016 pre-existing fee schedules may still apply. The Company may choose to charge a reduced rate based upon circumstances.
Fee Estimator
Location
1460 Energy Centre, 1100 Poydras St., New Orleans, LA, 70163
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 →Other Business ActivitiesSells Insurance
Suzanne is a board member of Pan American Life Insurance Group, a mutual insurance company distributing life and health insurance products. She was elected to the board in 2018 and dedicates minimal time per month to board governance duties.
Employment History
Current Registrations
Thirtynorth Investments, LLC
Previous Registrations
Wealth Planners, LLC
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.