Marigny Demauriac is a registered investment advisor at Demauriac LLC, based in New Orleans, LA, with 12 years of industry experience. Marigny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 215 clients with $40M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
These fees are for Equity/Balanced Portfolios. Fixed Income Only Portfolios: - $0 - $500,000: 0.65% - $500,001 - $2,000,000: 0.50% - $2,000,001 and above: 0.35%
Fee Estimator
Location
401 Saint Joseph St, Suite 2A, New Orleans, LA, 70130
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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 ActivitiesSells Insurance
Marigny is an independent licensed insurance agent and CEO of AWM Insurance, selling life insurance, long-term care, and disability insurance products, dedicating about 10-20% of her time. She is also an author/illustrator and the CEO of ThinkCap, a business network for underrepresented founders, dedicating a few hours per week to each.
Employment History
Current Registrations
Demauriac LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Edward Jones
Edward JonesBroker
State Registrations4 states
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