Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
135 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$466.2M

Fee Structure

Minimum Investment:$350K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $30.0M0.75%
$30M+0.50%

Fees may be negotiable at the sole discretion of the Advisor.

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

510 N Jefferson Ave, Covington, LA, 70433-2640

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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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Employment History
Current Registrations
Paradiem, LLC
May 2025 - Present · 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.