Second Line Capital, LLC

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Total assets under management

$723,038,061

Total clients

1,252

22% high-net worth

Total advisors

of 23 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$577,506

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Up to $15,000 fixed fee for financial planning and consulting services, negotiable and may be project-based or ongoing.

Percentage

Up to 2.00% annually (negotiable, determined by IAR)

Commissions

Certain supervised persons offer brokerage services under separate commission-based arrangements; clients may pay commissions and trail fees associated with those services.

Project-based

Up to $150 per hour for consulting and financial planning services.

Other

Account minimum: Varies by program: $5,000 for Guided Wealth Portfolios (GWP); $10,000 for Optimum Market Portfolios (OMP); $25,000 minimum for Model Wealth Portfolios (MWP) portfolios; $50,000 for Manager Access Select; $250,000 for Personal Wealth Portfolios (PWP); no stated minimum for SWM II; also note that some Independent Managers have their own minimums and some LPL programs may permit lower minimums in certain instances. Firm overall has no stated minimum fee or account size. Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $150/hour for consulting services; fees negotiable.

Disclosures

Main office location

Second Line Capital, LLC

2800 Veterans Memorial Blvd., Suite 220

Metairie LA 70002, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 504-321-0923

Advisors at this firm

Stephen B

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Justin A

Series 66

Metairie, LA

Second Line Capital, LLC

Bryan M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Andrea R

Series 66

Metairie, LA

Second Line Capital, LLC

P S

Series 66

Metairie, LA

Second Line Capital, LLC

Jaron M

Series 66

Metairie, LA

Second Line Capital, LLC

Matthew S

Series 65

Metairie, LA

Second Line Capital, LLC

Joseph C

CFP®, Series 63, Series 65

Duncan, OK

Second Line Capital, LLC

Daniel A

CFP®, Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

John B

Series 66

Metairie, LA

Second Line Capital, LLC

Paige S

CFP®, Series 66

Metairie, LA

Second Line Capital, LLC

Kyle C

Series 65

Metairie, LA

Second Line Capital, LLC

Bryant M

Series 63, Series 65

Metairie, LA

Second Line Capital, LLC

Alden H

Series 63

Metairie, LA

Second Line Capital, LLC

Robert B

Series 63, Series 66

Metairie, LA

Second Line Capital, LLC

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