Advisor at A.B. Ridgeway Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
A.B. Ridgeway Wealth Management LLC
Location
Lafayette, LA
Credentials
Series 63, Series 66
Industry experience
13 years
Based on A.B. Ridgeway Wealth Management LLC
Based on A.B. Ridgeway Wealth Management LLC
Based on A.B. Ridgeway Wealth Management LLC
$0 - $1,000,000: 1.40% annually $1,000,001 - $2,000,000: 1.30% annually $2,000,001+: 1.20% annually
Ongoing Comprehensive Financial Planning monthly fee $97.98-$833.33 per month
Account minimum: $250,000 Fee-only: Project-Based Financial Planning Fixed Fee: $500 to $1,500 depending on complexity; Ongoing Comprehensive Financial Planning: upfront charge $1,000-$2,500 plus monthly fees $97.98-$833.33 (may be negotiable)
Lafayette, LA
Louisiana · Texas
A.B. Ridgeway Wealth Management LLC
2020 - Present (6 years)
JPMorgan Chase Bank, N.A.
2018 - 2020 (2 years)
J.P. Morgan Securites LLC
2012 - 2020 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Lafayette, LA
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Series 65
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Series 63, Series 65
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Latticework Investments, LLC
Series 66
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Capital Financial Planners, LLC
Series 63, Series 65
Lafayette, LA
Meche and Associates LLC
Series 65
Youngsville, LA
SOW Advisors LLC
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