Ebony Rideau
Ebony Rideau is a registered investment advisor at Triad Wealth Partners, LLC, based in Lake Charles, LA, with 2 years of industry experience. Ebony 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 3,896 clients with $1.5B 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 | 2.00% |
Advisory fees vary based on services provided and range up to 2.00% per year. Fees are negotiable.
Fee Estimator
Location
800 Ryan Street, Suite 200, Lake Charles, LA, 70601
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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
Ebony is a licensed insurance agent and offers various fixed insurance products, dedicating a few hours per week to this activity. She also participates in tax preparation services through The Stine Group, spending about 75% of her time on this during tax season.
Employment History
Current Registrations
Triad Wealth Partners, LLC
Previous Registrations
Prosperity Capital Advisors
State Registrations1 state
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
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