ADVISOR.INVESTMENTS
Baton Rouge, Louisiana
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 f...
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Assets Under Mgmt

$179.12M

Investment Professionals

3

Locations

1

% 401K & Individual

23%

% Discretionary

93%
Compensation Structure
A percentage of assets under your management
Commissions
Performance-based fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
Other: EDUCATIONAL VIDEOS/ WEBINARS
Other Business Activities
Insurance broker or agent
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.