Advantage Wealth Management, L.L.C.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Advantage Wealth Management in Lafayette, LA offers investment advice tailored to individual client needs. They provide both discretionary and non-discretionary portfolio management services, developing strategies based on client objectives, risk tolerance, and financial information. They monitor portfolio performance and rebalance as needed. The firm primarily advises on equity securities, corporate debt, and investment company securities.
Assets Under Management$4.9M
Clients20
Advisors2
Avg. per Client$240K
Avg. per Advisor$2.4M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3M+ | 1.25% |
Fees may be waived or lowered for some clients at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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