Fleur-de-lis Financial (FDLF) offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning services, which include creating a detailed plan to help you achieve your financial goals. This can cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and taxes. FDLF also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$12M
Clients7
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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