Top financial advisors in Thibodaux, LA
We’ve curated a list of the best financial advisors in Thibodaux, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$138,347,579
Number of advisors
4 advisors
| $138,347,579 | 4 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 Thibodaux, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Thibodaux. 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.
The Archer Consulting Group, LLC
The Archer Consulting Group, LLC is a Texas limited liability company specializing in investment advisory services since January 2012. The firm offers personalized services including investment management, financial planning, and qualified retirement plan consulting. They follow strict fiduciary standards, prioritizing clients' interests and avoiding conflicts of interest. Clients receive a complimentary consultation to determine suitable services and enter into formal advisory agreements tailored to their objectives. Investment management services include discretionary management, asset allocation, and portfolio monitoring. The firm may provide estate planning advice under certain agreements. ACG does not charge performance-based fees and acts in clients' best interests. They serve individuals, high net worth individuals, corporate pension plans, foundations, endowments, and trusts, with a minimum account requirement of $1,000,000 for investment management services. ACG uses a scientific approach and various methods of analysis to formulate investment recommendations. The firm has custody of client assets for fee deduction purposes and provides periodic account reviews, typically quarterly. ACG does not engage in directed brokerage and seeks best execution for client transactions. The firm does not have any financial issues impairing its ability to serve clients.
$138,347,579 under management
4 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)
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 Thibodaux, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Thibodaux. 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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