Sara Sroka is a CFP-designated registered investment advisor at Bienvenue Wealth LLC, based in New Orleans, LA, with 7 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Gen X, High Net Worth, and 3 more. Their firm serves 128 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee for comprehensive wealth planning program. Fees may be negotiable. Includes both investment advisory and financial planning services.
Fee Estimator
Contact
Sara Sroka
Location
1100 Poydras Street, Suite 2125, New Orleans, LA, 70163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bienvenue Wealth 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.
Exams
Additional Information
Before joining Bienvenue Wealth, I had a background in individual and small business taxation, as well as corporate accounting. I am currently helping clients with tax and business planning, cash flow analysis, and investment management. I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen firsthand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life.