Top financial advisors in Monroe, LA
We've curated a list of the best financial advisors in Monroe, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $104,901,693 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 Monroe, 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.
Vines Capital Management, LLC
Vines Capital Management, LLC is a registered investment adviser based in Monroe, Louisiana, providing investment advisory services since October 2018. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients grant the firm discretionary authority to manage their accounts, allowing for specific securities transactions without prior approval. Vines Capital Management also offers financial planning services, assisting clients in managing their financial resources based on individual needs. Pension consulting services are available for employee benefit plans, with a focus on plan review, fund selection, investment performance monitoring, and educational seminars. The firm primarily advises on Mutual Funds and Exchange Traded Funds, with additional advice based on client goals and objectives. Clients are required to have a minimum account size of $500, which may be waived at the firm's discretion. Fees for portfolio management services are asset-based, billed quarterly, and negotiable based on individual circumstances. The firm does not accept performance-based fees or engage in side-by-side management. Vines Capital Management does not have any disciplinary information to report and does not participate in wrap fee programs. Clients are responsible for voting their securities, and the firm does not vote proxies on their behalf. The firm recommends Charles Schwab & Co., Inc. for brokerage and custodial services. Clients may request reviews of their accounts and financial plans at no additional cost. Vines Capital Management does not receive compensation for client referrals or engage in directed brokerage accounts. The firm does not have custody of client funds and securities, and clients are responsible for voting their securities.
$104,901,693 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Monroe, 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.
Top advisors in Louisiana
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