Advisor at Cullen Investment Group
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Location
Lafayette, LA 70503
Credentials
Series 63, Series 65
Industry experience
50 years
David Bordes is a financial advisor with Cullen Investment Group in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Cullen Investment Group since 1986. Cullen Investment Group offers discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and a Bucket Approach to Retirement, managing approximately $795 million in discretionary client assets across about 545 client relationships.
Based on Cullen Investment Group
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable
Account minimum: $500,000 Fee-only: Investment Management Services fees based on percentage of AUM with tiered schedule; Cash Management Services fee is 0.25% annually; 401(k) Plan Consulting Services fee is 0.25% annually
1404 S. College Rd.
Lafayette, LA 70503
Louisiana
Cullen Investment Group, Ltd.
1986 - Present (40 years)
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