Robert Dufrene
Robert Dufrene is a registered investment advisor at Capital South Wealth Management, LLC, based in Baton Rouge, LA, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 112 clients with $84M 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 | 1.25% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Assets Held Away: Up to 1.00% of managed assets. The annual fee is negotiable.
Fee Estimator
Location
6513 Perkins Road, Suite 106, Baton Rouge, LA, 70808
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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 Activities
Robert is an Assistant Director at the Louisiana State University- Gordon A. Cain Center since November 2019. This takes about half of his time.
Employment History
Current Registrations
Capital South Wealth Management, LLC
State Registrations1 state
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