Advisor at CHF 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.
Location
Lafayette, LA 70508
Credentials
CFP®
Industry experience
4 years
Renee Baudoin is a CFP® professional with 4 years of experience at CHF Wealth Management, LLC in Lafayette, LA, where she has worked since 2015. She is also involved as president of Renee E Clark, LLC, a tax and financial planning business. Prior to and concurrently with her role at CHF Wealth Management, she has been associated with Clark, Hanes & Faul LLC, a CPA firm. CHF Wealth Management provides financial planning and portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a risk-based investment approach with regular portfolio monitoring and emphasizes the use of Investment Policy Statements to guide portfolio construction.
Based on CHF Wealth Management, LLC
$0 - $2,000,000: 1.50% $2,000,000 - $2,999,999: 1.00% $3,000,000 - $3,999,999: 0.90% $4,000,000 - $4,999,999: 0.85% $5,000,000+: 0.80%
Account minimum: $50,000
201 Rue Iberville, Suite 710
Lafayette, LA 70508
Louisiana
CHF Wealth Management
2015 - Present (11 years)
Clark Hanes & Faul LLC
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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