Myrna Arroyo
Myrna Arroyo is a registered investment advisor at Progeny Wealth Management LLC, based in Baton Rouge, LA, with 4 years of industry experience. Myrna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 45 clients with $19M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
4459 Bluebonnet Blvd, Building 1, Ste A, Baton Rouge, LA, 70809
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
Myrna is a managing attorney at Progeny Law Firm and is involved with several title insurance companies. She also owns Roux Wine Tours LLC and is a licensed insurance agent for life insurance and annuities, dedicating minimal time to this.
Employment History
Current Registrations
Progeny Wealth Management 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.