Andre Caubarreaux offers personalized financial planning and non-discretionary investment management to individuals, corporations, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include financial goal setting, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Andre Caubarreaux is a fee-only firm and does not sell financial products or securities.
Assets Under Management$17M
Clients51
Advisors1
Avg. per Client$330K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fee on assets over $1 million is negotiable. Minimum annual fee is $100 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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