Yvette Poret-Crochet
Yvette Poret-Crochet is a registered investment advisor at Kg Capital Management, LLC, based in Saint Francisville, LA, with 12 years of industry experience. Yvette 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. Their firm serves 438 clients with $200M 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 $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
4782 Prosperity Street, Saint Francisville, LA, 70775
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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
Yvette is a partner at Latuso & Johnson, CPA, LLC, a CPA firm. This activity is not investment-related.
Employment History
Current Registrations
Kg Capital Management, LLC
State Registrations1 state
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