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Kevin Blanchard

4 Years of Experience
Lafayette, LA
Sells Insurance

Kevin Blanchard is a registered investment advisor at Meche and Associates LLC, based in Lafayette, LA, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 96 clients with $9.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
96 clients
Average Client Portfolio
$96K average
Assets Under Management
$9.2M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable at Meche and Associates' discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

345 Doucet Road, Suite 233, Lafayette, LA, 70503

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kevin is a licensed insurance professional and may receive commissions from various insurance companies. He dedicates about half of his time to this activity, with a portion of that time occurring during trading hours.

Employment History
Current Registrations
Meche and Associates LLC
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Impact Partnership Wealth, LLC
February 2022 - March 2023 · 1 yr 1 mo
State Registrations1 state
LA
Advisor

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
No exam information available for this advisor.
Kevin Blanchard - Financial Advisor | TrueAdvisor