RG
RG

Ronald Gagnet

1 Year of Experience
Baton Rouge, LA

Ronald Gagnet is a registered investment advisor at Htb Wealth Advisors, LLC, based in Baton Rouge, LA, with 1 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$200K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.50%

Fees are charged quarterly in advance. Savant's fees are included in HTB's total fees.

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

2322 Tremont Drive, Baton Rouge, LA, 70809

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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 Activities

Ronald is a partner at a CPA firm, Hannis T. Bourgeois, since 1984. This accounting work takes up all of Ronald's time.

Employment History
Current Registrations
Htb Wealth Advisors, LLC
April 2024 - Present · 2 yrs 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.