Sara Girouard is a registered investment advisor at Stone Wealth Partners LLC, based in Lafayette, LA, with 2 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 342 clients with $120M 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 are 2.00% and may be modified depending upon the size of the portfolio, complexity of services required or individual circumstances, and at the discretion of Stone Wealth Partners.
Fee Estimator
Location
1819 W. Pinhook Rd., Suite 209, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stone Wealth Partners LLC
State Registrations1 state
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