Bankplus Wealth Advisors

BankPlus Wealth Management, LLC is a registered investment advisor with expertise in asset and investment management services. The firm offers personalized investment portfolios tailored to clients' financial goals and risk tolerance. Clients may also invest in model portfolios managed by the investment team within BankPlus Wealth Management Group. BankPlus Wealth Management utilizes third-party money managers to actively manage a portion of clients' assets, with terms and conditions outlined in separate agreements. The firm exercises investment discretion for client accounts, managing over $180 million in discretionary client assets as of January 16, 2025. Regarding fees, BankPlus Wealth Management charges advisory fees based on a percentage of assets under management, with fees assessed at the end of each month. The firm does not charge performance-based fees or side-by-side management fees. Clients have access to an online portal to review their accounts, and receive written statements and trade confirmations from the custodian. BankPlus Wealth Management does not vote client proxies and does not compensate others for client referrals. The firm participates in the Schwab Advisor Services program for custody and brokerage services, with benefits received through the program disclosed to clients. BankPlus Wealth Management maintains a Privacy Policy to safeguard client information and adheres to the Privacy Policies and safeguards of BankPlus.