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...
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Assets Under Mgmt
$396.6M
Investment Professionals
10
Locations
3
% 401K & Individual
% Discretionary
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
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