Devin Jones is a registered investment advisor at Progeny Wealth Management LLC, based in Baton Rouge, LA, with 2 years of industry experience. Devin 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Devin is an associate attorney at Progeny Law Firm, an estate planning firm.
Employment History
Current Registrations
Progeny Wealth Management LLC
State Registrations1 state
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