Top financial advisors in Marrero, LA
We've curated a list of the best financial advisors in Marrero, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $25,266,225 Number of advisors 2 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.
Get matched with an advisorMethodology
To find the top financial advisors in Marrero, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Stability Financial, LLC
Stability Financial, LLC is a state-registered investment adviser that has been independently providing financial services since June 2013. The firm's principal owner is Raymond L. Davis. Stability Financial specializes in a goals-based approach to investment management and financial planning, offering services such as financial planning, consulting, and investment management. As of December 31, 2018, the firm managed $24,629,356 in assets on a discretionary basis. Clients are required to enter into written agreements outlining the terms of the advisory relationship. For financial planning and consulting services, Stability Financial charges negotiable hourly or fixed fees ranging from $100 to $300 per hour and $250 to $25,000 on a fixed fee basis. Investment management services are offered for an annual fee based on assets under management, ranging from 1% to 2% depending on the portfolio size. The firm may also offer performance-based fees for qualified clients. Stability Financial exercises investment discretion, allowing them to make decisions on behalf of clients without prior consent. The firm primarily uses fundamental and technical analysis methods and may recommend the use of independent managers for client portfolios. Clients have the option to impose restrictions on their accounts and are encouraged to review their accounts regularly. Stability Financial does not vote client securities and does not have any material changes to disclose since March 27, 2018.
$25,266,225 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consulting
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.
Get matched with an advisorMethodology
To find the top financial advisors in Marrero, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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