Advisor at Consortium Private Wealth 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
Consortium Private Wealth LLC
Location
Slidell, LA 70461
Credentials
CFP®, ChFC®, Series 66
Industry experience
19 years
Flat fees up to $30,000 for financial planning and consulting services
$0+: up to 2.00% annually for Asset Management accounts $0+: up to 3.00% annually total for accounts using Third Party Managers (maximum 2.00% to firm plus maximum 1.00% to third party manager) $0+: up to 1.00% annually for Retirement Plan Consulting based on plan assets
Up to $500 per hour for financial planning and consulting services
Fee-only: Hourly fees up to $500/hour; Flat fees up to $30,000; 50% retainer required
Consortium Private Wealth LLC
2024 - Present (2 years)
The Consortium, LLC
2023 - Present (3 years)
Pruco Securities, LLC.
2011 - 2023 (12 years)
Prudential Insurance Company of America
2011 - 2023 (12 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.
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