Daniel Jaubert is a registered investment advisor at Crescent Sterling LTD., based in Metairie, LA. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 195 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for Equity Only accounts. Other schedules apply based on account type: Balanced accounts range from 0.50% to 0.90%; Fixed Income Only accounts range from 0.45% to 0.65%; Exchange-Traded/Mutual Fund accounts are a flat 0.50%. All fees are negotiable.
Fee Estimator
Location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
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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 →Employment History
Current Registrations
Crescent Sterling LTD.
State Registrations1 state
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
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