Hibernia Wealth Partners manages investment portfolios on both a discretionary and non-discretionary basis, tailoring strategies to individual goals, time horizons, and risk tolerance. The firm offers comprehensive financial planning covering personal net worth, cash flow analysis, retirement strategies, long-term investment planning, tax reduction strategies, and estate preservation. Additionally, Hibernia Wealth Partners provides retirement plan consulting for qualified and non-qualified plans, and utilizes third-party managers when appropriate for client portfolios. The firm operates as a registered investment advisor with roots in Baton Rouge, Louisiana.
Fee Structure
Hibernia Wealth Partners charges asset-based fees for investment management services that range from 0% to 3% annually, depending on the complexity of services, the level of assets managed, family relationships, and the overall relationship. Fees are calculated based on the account value at quarter-end and billed quarterly in advance. Advisory fees are directly deducted from your account by your qualified custodian.