The Shobe Financial Group
Baton Rouge, Louisiana
5.0
1 Review
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 F...
See more
Loading...

Assets Under Mgmt

$396.6M

Investment Professionals

10

Locations

3

% 401K & Individual

22%

% Discretionary

80%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: BUSINESS CONSULTING
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.