Top financial advisors in Lafayette, LA
We’ve curated a list of the best financial advisors in Lafayette, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$145,059,268
Number of advisors
11 advisors
| $145,059,268 | 11 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Apex Capital Management, L.l.c.
**Apex Capital Management, LLC Summary:** Established in October 1999, Apex Capital Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. The firm specializes in offering personalized investment advisory services, financial planning, consultations, and asset management. They provide comprehensive and modular financial planning services, focusing on clients' overall financial situations and specific areas of concern. Asset management services include continuous supervision and monitoring of client accounts, with discretionary authority for making trades when necessary. The firm acts as a fiduciary for retirement plan services, offering consulting to retirement plan sponsors and participants. Apex Capital Management does not have a minimum investment requirement and charges fees based on a percentage of assets under management. They utilize fundamental analysis for investment strategies and recommend a variety of investment products tailored to individual client needs. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. Clients are responsible for voting proxies and participating in class-action lawsuits independently. For more information, visit www.apexcapitalmanagement.com or contact (337) 984-7010. [End of Summary]
$145,059,268 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lafayette, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lafayette. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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