AG
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Andre Guerin

1 Year of Experience
Opelousas, LA
Sells Insurance

Andre Guerin is a registered investment advisor at Arete Wealth Advisors, LLC, based in Opelousas, LA, with 1 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5,426 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
5,426 clients
Average Client Portfolio
$506K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $249K3.00%
$249K - $750K2.50%
$750K - $1.5M2.00%
$1.5M - $5.0M1.75%
$5M+1.50%

Fees are negotiable and tailored to each client.

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

4670 I-49 N. Service Road, Opelousas, LA, 70570

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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

Andre is a shareholder in Tri-City Physical Therapy, SJ Lemoine Properties, LLC, CH Lemoine, LLC, and LimberOne, LLC, spending minimal time on each. Andre also works as an insurance agent for Dupre Carrier Godchaux Insurance Agency, dedicating about a quarter of his time to insurance sales.

Employment History
Current Registrations
Arete Wealth Advisors, LLC
April 2025 - Present · 1 yr 6 mos
State Registrations2 states
LATX
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.
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