Villere & Co. provides investment advice and manages portfolios of publicly traded stocks and bonds. They work with individuals, institutions, retirement plans, and mutual funds. Villere meets with clients to understand their financial goals and risk tolerance, then builds a portfolio to meet those needs. They focus on long-term investing and do not use options, commodities, or limited partnerships.
Assets Under Management$1.5B
Clients439
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$380M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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