Find Top Financial Advisors Near Shreveport, Louisiana
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MERIWETHER WEALTH & PLANNING, LLC
MERIWETHER WEALTH & PLANNING, LLC
Minden, Louisiana
Meriwether Wealth & Planning, LLC is a small investment advisory firm based out of Minden, LA, with a team of seven dedicated professionals. With four experienced advisors providing investment advisory services, the firm is committed to delivering exceptional financial guidance to its clients. Their extensive knowledge and expertise enable them to manage an average of approximately $37,960,000 in assets per investment advisor. The firm's compensation structure is designed to align with their clients' best interests. They offer various fee arrangements, including a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored solutions that meet their unique financial needs. Meriwether Wealth & Planning, LLC serves a diverse client base, boasting over 460 individual clients with a total of $201,888,000 in assets under management. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, demonstrating the firm's expertise in this specific area. With a solid reputation in the industry, Meriwether Wealth & Planning, LLC manages 100% of their clients' assets on a discretionary basis. This discretionary authority empowers the firm to make investment decisions autonomously, providing efficient and proactive portfolio management. The company maintains two offices, ensuring accessibility and convenience for their clients. They take pride in their team's longevity, with some of the most tenured advisors, such as Andrew Pendergrass, Tracy Campbell, and Jeremy Pendergrass, contributing their expertise and dedication to the firm's success. Meriwether Wealth & Planning, LLC is committed to building lasting relationships with their clients by offering comprehensive financial planning and investment advisory services tailored to each individual's goals and aspirations.
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PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
Shreveport, Louisiana
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a small investment advisory firm headquartered in Shreveport, LA. With 1 office, they specialize in providing comprehensive investment advisory services to their clients. The firm boasts a dedicated team of 4 highly skilled professionals, all of whom are committed to delivering personalized investment strategies. Pinnacle Asset Management Group, Corporation (Inc.) has an impressive average of approximately $25,560,000 in assets under management per investment advisor, reflecting their expertise in managing substantial portfolios. Their compensation structure is diverse, encompassing various models such as a percentage of assets under management and hourly charges. Renowned for their proficiency in handling employer 401Ks and individual investments, Pinnacle Asset Management Group, Corporation (Inc.) has secured a substantial portion of their assets under management from these sources. Notably, 4% of the assets they manage are under discretionary management, illustrating their ability to make independent investment decisions on behalf of their clients. With a solid client base, Pinnacle Asset Management Group, Corporation (Inc.) serves over 180 individual clients, expertly managing assets worth over $102,237,000. The firm takes pride in the experience and tenure of its advisors, with key professionals like Christina Decharles, Michael Tucci, and Diana Decharles contributing significantly to the firm's success. As a trusted partner in the financial industry, Pinnacle Asset Management Group, Corporation (Inc.) aims to provide comprehensive and tailored investment advisory services to help their clients achieve their financial goals and secure their financial future.
LEES MONSOUR GROUP
LEES MONSOUR GROUP
Shreveport, Louisiana
Lees Monsour Group, headquartered in Shreveport, LA, is a distinguished investment advisory firm providing exceptional financial services. With a single office, the firm boasts a talented team of four professionals, three of whom specialize in investment advisory services. Their remarkable expertise enables them to oversee an impressive average of $160,560,000 in assets under management per investment advisor, surpassing industry standards. Lees Monsour Group employs a versatile compensation structure, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. While their focus primarily revolves around discretionary management, they possess the capacity to effectively handle employer funds, alongside a diverse range of accounts including 401K and individual portfolios, constituting less than 30% of their total assets under management. The firm predominantly caters to high net worth individuals, boasting an extensive client base of over 180 individuals who entrust them with more than $481,691,000 in assets under management. A testament to their commitment to excellence is reflected in the long-serving advisors, including esteemed professionals such as Vickie Chrisman, Jeffrey Monsour, and Samuel Lees. Lees Monsour Group stands apart from its peers due to its unwavering dedication to delivering unparalleled financial guidance. Clients benefit from their extensive experience, sophisticated investment strategies, and personalized solutions tailored to meet their unique financial objectives. As a small yet dynamic investment advisory firm, Lees Monsour Group continues to make a significant impact on the wealth management landscape, ensuring the prosperity and success of their valued clientele.