Poydras Capital Partners, based in Metairie, Louisiana, provides investment advice tailored to clients' needs. They offer discretionary portfolio management, where they make investment decisions on your behalf. They may also recommend third-party money managers. Poydras also provides model portfolios to other registered investment advisors. The firm primarily advises on equity securities, mutual funds, and ETFs.
Assets Under Management$27M
Clients54
Advisors1
Avg. per Client$490K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Certain Clients will be grandfathered in under a different fee schedule. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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