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Rushton Barrosse

45 Years of Experience
Mandeville, LA
BrokerSells Insurance

Rushton Barrosse is a registered investment advisor at Centaurus Financial, INC., based in Mandeville, LA, with 45 years of industry experience. Rushton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.

Maximum advisory fees:

  • Alpha, Beta, ABJ, Omega, Delta: 2.25%
  • AA & VL: 1.50%
  • Adviser-Directed: 1.35%
  • FlexUMA: 2.25%

Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.

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Location

Mandeville, LA

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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

Rushton is a director/officer at South Shore Insurance Group, selling various insurance products since 1986, dedicating about 10-20% of his time. He is also an insurance broker and an officer at SGB Financing Inc., spending a few hours per week on each activity.

Employment History
Current Registrations
Centaurus Financial, INC.
September 2010 - Present · 15 yrs 8 mos
Centaurus Financial, INC.Broker
October 1995 - Present · 30 yrs 7 mos
Previous Registrations
Titan/value Equities Group, INC.Broker
October 1990 - October 1995 · 5 yrs
First America Equities CORP.Broker
April 1988 - September 1991 · 3 yrs 5 mos
Integrated Resources Equity CorporationBroker
January 1987 - April 1988 · 1 yr 3 mos
Planvest Capital CorporationBroker
July 1986 - January 1987 · 6 mos
Pilot Financial Services, INC.Broker
October 1985 - August 1986 · 10 mos
Cardell & Associates, IncorporatedBroker
February 1985 - October 1985 · 8 mos
Lowry Financial Services CorporationBroker
November 1984 - January 1985 · 2 mos
Cardell & Associates, IncorporatedBroker
January 1984 - August 1984 · 7 mos
Guardian Investor Services CorporationBroker
September 1983 - January 1984 · 4 mos
The Mutual Life Insurance Company of New YorkBroker
September 1978 - September 1981 · 3 yrs
Mony Sales, INC.Broker
September 1978 - July 1981 · 2 yrs 10 mos
State Registrations8 states
CACOFLILLAMSPATX
AdvisorBrokerBoth

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.