Advisor.Investments is a small investment advisory firm based out of Baton Rouge, LA, with two offices strategically located to serve their clients. With a total of five dedicated employees, including three experienced investment advisors, Advisor.Investments is committed to providing top-notch investment advisory services. As an average-sized firm, Advisor.Investments manages an impressive average of approximately $59,710,000 in assets under management per investment advisor. Their compensation structure is flexible, encompassing various types, such as a percentage of assets under management, commissions, and performance-based fees. While their asset portfolio includes less than 30% from 401K and individual accounts, Advisor.Investments possesses the expertise to effectively manage employer funds. One notable characteristic of Advisor.Investments is that 93% of the assets they manage are under discretionary control, allowing them to make informed investment decisions on behalf of their clients. The majority of these assets are entrusted to them by high net worth individuals who rely on their expertise to preserve and grow their wealth. In addition to their investment advisory services, Advisor.Investments also serves as an insurance broker or agent, ensuring their clients have access to comprehensive risk management solutions. With a client base of over 110 individuals, Advisor.Investments oversees an impressive $179,118,000 in assets under management. The firm's success can be attributed, in part, to their team of seasoned advisors, including Shane Haag, David McFadden, and James Pope, who have remained loyal to the firm for many years. Advisor.Investments continues to provide exceptional service and personalized investment strategies, positioning themselves as a trusted partner for individuals seeking expert financial guidance and wealth management solutions.

The Shobe Financial Group, headquartered in Baton Rouge, LA, is a prominent local investment advisory firm with a reputation for providing comprehensive financial services. With a team of 21 dedicated professionals, including 10 highly skilled investment advisors, they offer personalized guidance to a diverse clientele. On average, each investment advisor manages approximately $55,480,000 in assets, which aligns with industry standards. The firm's compensation structure is flexible and caters to clients' needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The Shobe Financial Group boasts an impressive track record, managing assets worth over $396,600,000 for more than 180 individual clients. While the majority of their assets under management come from discretionary accounts, the firm also has the expertise to handle employer funds. Although 401K and individual accounts represent less than 30% of their assets under management, The Shobe Financial Group possesses the capability and experience to effectively manage these types of accounts. With four offices located strategically in Baton Rouge, The Shobe Financial Group is well-positioned to serve its clients throughout the region. The firm takes pride in its long-standing advisors, some of whom have been with the company for many years. Notable names among the experienced team include Zainab Gandhi, Craig Kliebert, and Edward Shobe. The Shobe Financial Group is committed to delivering personalized and professional financial advice to help individuals and businesses achieve their goals and secure their financial future.

Dent Wealth Advisors, a prominent investment advisory firm headquartered in Baton Rouge, LA, caters to a diverse clientele of high net worth individuals. With over 70 individual clients and a remarkable $352,984,000 in assets under management, Dent Wealth Advisors offers comprehensive financial solutions to meet their clients' unique needs. Although 401K and individual accounts constitute less than 30% of their assets under management, Dent Wealth Advisors possesses the expertise to effectively manage employer funds. The firm's investment strategies are entirely discretionary, ensuring a hands-on approach to portfolio management. Committed to delivering exceptional service, Dent Wealth Advisors employs a team of six dedicated professionals, three of whom specialize in investment advisory services. With an average of $117,660,000 in assets under management per investment advisor, the firm's performance aligns with the industry standard. Notably, Dent Wealth Advisors takes pride in its long-serving advisors who bring extensive experience and knowledge to the table. Notable individuals among their ranks include Zaheer Poptani, Fred Dent, and Mawuena Takyi. Dent Wealth Advisors boasts a compensation structure that encompasses various models, including a percentage of assets under management. This approach aligns the firm's interests with their clients, fostering a relationship built on trust and shared success. As a small yet reputable investment advisory firm, Dent Wealth Advisors is poised to continue providing exceptional financial guidance to their discerning clientele, ensuring a prosperous future for their clients' wealth and financial goals.

Fortune 45, LLC. is a distinguished investment advisory firm based out of Gonzales, LA, with a strong reputation for excellence in the financial industry. With a team of four dedicated professionals, three of whom specialize in providing investment advisory services, they offer comprehensive and personalized financial solutions to a diverse clientele. Impressively, Fortune 45, LLC. manages an average of $189,850,000 in assets under management per investment advisor, significantly surpassing the industry average. This notable achievement is a testament to their exceptional expertise in wealth management and investment strategies. Their compensation structure is designed to align their interests with their clients' success. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that the firm remains motivated to deliver superior results for their clients. Fortune 45, LLC. proudly serves over 470 individual clients, overseeing more than $125,555,000 in assets under management. Their extensive experience and proficiency in managing employer 401Ks and individual accounts have contributed to their impressive growth and reputation within the industry. The firm exclusively manages discretionary assets, allowing them the flexibility to make independent investment decisions based on their clients' objectives and risk tolerance. With offices in two locations, Fortune 45, LLC. provides convenient access to their exceptional services for clients in Gonzales and beyond. At Fortune 45, LLC., clients benefit from the expertise of a team that includes some of the most tenured advisors in the industry. Victoria Varisco, Scott Blessing, and Jesse Rodrigue, among others, bring a wealth of knowledge and experience to their roles, ensuring clients receive the highest level of guidance and support. Overall, Fortune 45, LLC. is a trusted and highly skilled investment advisory firm that stands out in the financial industry, providing exceptional service and delivering remarkable results for their valued clients.

Evans Investment Advisors, L.L.C. is a reputable small-scale investment advisory firm headquartered in Baton Rouge, Louisiana. With a single office, the company operates with a dedicated team of four professionals who specialize in offering comprehensive investment advisory services. ChatGPT is familiar with Evans Investment Advisors, L.L.C. and shares that their average assets under management per investment advisor amount to approximately $60,110,000, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility to cater to different client needs. Although 401K and individual accounts account for less than 30% of their total assets under management, Evans Investment Advisors, L.L.C. possesses the expertise and capability to effectively manage employer funds. Notably, 3% of the assets they handle are discretionary, allowing them some discretionary investment decision-making power. Specializing in serving high net worth individuals, Evans Investment Advisors, L.L.C. boasts an extensive client base, comprising over 160 individual clients who collectively entrust them with assets totaling more than $240,424,000. The firm takes pride in its experienced team, with Gregory Evans and Barton Evans being recognized as two of the longest-serving registered advisors within the organization. Evans Investment Advisors, L.L.C. maintains a strong commitment to providing personalized and tailored investment advisory services to their esteemed clients. With a solid track record and a client-centric approach, they strive to assist individuals in achieving their financial goals and securing their financial future.

KG&L Capital Management, LLC is a prominent investment advisory firm based out of Saint Francisville, LA. With a team of 7 dedicated professionals, 6 of whom specialize in providing top-notch investment advisory services, KG&L Capital Management offers comprehensive financial solutions to its clients. The firm boasts an impressive average of approximately $51,950,000 in assets under management per investment advisor, aligning well with the industry average. Their compensation structure is versatile, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their diverse clientele. KG&L Capital Management takes pride in managing over 460 individual clients, who collectively entrust them with more than $282,774,000 in assets. The firm's portfolio primarily caters to high net worth individuals, with a substantial proportion allocated to this segment. While 401K and individual accounts represent a smaller portion of their assets under management, KG&L Capital Management possesses the expertise and capability to handle employer funds. As a local firm, KG&L Capital Management has established itself as a trusted advisor within the Saint Francisville community. Operating from two offices, the company offers personalized financial guidance and strategic investment management to its discerning clients. Notably, the firm boasts an experienced team of advisors, including the long-tenured Hubert Kernan, Ralph Theriot, and Lambert Brent, who bring a wealth of knowledge and expertise to the table. KG&L Capital Management, LLC distinguishes itself through its commitment to delivering tailored financial solutions, a solid track record, and a client-centric approach, making it a reliable choice for individuals seeking comprehensive investment advisory services in Saint Francisville, LA.

Hibernia Wealth Partners, LLC, headquartered in Baton Rouge, LA, is a distinguished local investment advisory firm. With over $219,194,000 in assets under management, the company serves a diverse client base of more than 490 individuals. Hibernia Wealth Partners, LLC operates six offices, providing personalized financial guidance to clients across the region. The firm excels in managing assets, with approximately half of their assets under management originating from employer 401Ks or individual clients. This extensive experience in the retirement space has helped them build a strong reputation. Moreover, Hibernia Wealth Partners, LLC handles all of its clients' assets on a discretionary basis, ensuring a comprehensive and proactive approach to investment management. Hibernia Wealth Partners, LLC offers a wide range of services to cater to their clients' financial needs. As a registered representative of a broker-dealer, they have access to a diverse range of investment options. Additionally, they serve as insurance brokers or agents, providing comprehensive coverage solutions. The firm comprises a team of 11 dedicated professionals, with six of them focusing on investment advisory services. With an average of $36,530,000 in assets under management per investment advisor, the team demonstrates their commitment to providing personalized attention to each client. Hibernia Wealth Partners, LLC boasts a team of seasoned advisors, including Paul Saltaformaggio, Taylor West, and Jonathan Smith, who have been with the firm for many years. Their expertise and deep understanding of the industry contribute to the firm's success in delivering exceptional financial solutions to their clients. In terms of compensation, Hibernia Wealth Partners, LLC offers various structures, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose a payment method that suits their unique requirements.