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Advisor.Investments

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Client assets under management

$199,401,546

Clients

168

47% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

56

Typical

Average account size

$1,186,914

About

Advisor.Investments (Diversified Investment Strategies, LLC) serves individuals, business entities, trusts and estates with discretionary investment advisory and portfolio management and, on a selective basis, provides tax preparation and enrolled agent representation. The firm is registered as a Louisiana insurance producer agency and its representatives can place insurance products on a commission basis.

The firm allocates client assets across equities, fixed income, closed-end funds and ETFs and employs fundamental, technical, cyclical and charting analysis while implementing long‑ and short‑term strategies, trading and options transactions. It generally recommends a third‑party custodian for accounts, conducts ongoing portfolio reviews, and may employ derivatives and borrowing in managed accounts where appropriate; it may also offer performance‑based fee arrangements to qualified clients.

Compared with many peers, Advisor.Investments operates an unusually broad office footprint for a firm of its advisor count and AUM, and it serves as adviser to an affiliated private investment fund (Aldabra Capital Partners, LP) that it may recommend to eligible clients, with related incentive compensation disclosed. The combination of private‑fund sponsorship, the ability to charge performance‑based fees, insurance commission activity, and use of options/borrowing in separately managed accounts differentiates its service and compensation mix from typical supported firms.

Client services

Portfolio management Newsletters or periodicals Educational seminars or workshops Educational videos/ webinars

Expertise

Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Tax preparation services typically $250 per return for simple returns; more for complex returns.

Percentage

$0 - $500,000: 1.35% annually Over $500,000 - $1,000,000: 0.85% annually Over $1,000,000 - $2,000,000: 0.70% annually Over $2,000,000 - $4,000,000: 0.45% annually Over $4,000,000 - $8,000,000: 0.35% annually Over $8,000,000+: Negotiable

Commissions

Insurance products sold on a commission basis; commissions may vary and continuing commissions may be received.

Performance-based

Performance-based fees charged to qualified clients with at least $1,100,000 under management or meeting other criteria; fees apply only on net gains and are in addition to asset-based fees.

Main office location

Advisor.Investments

4870 Bluebonnet Blvd., Suite B

Baton Rouge LA 70809, United States

Number of offices

8

Most active in

More info

Alabama · Florida · Louisiana · Mississippi · Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

LinkedIn Facebook Website 225-292-0687

Advisors at this firm

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user avatar

Shane H

Series 63, Series 65, Series 66

Baton Rouge, LA

Advisor.Investments

Shane Haag is a financial advisor with Advisor.Investments in Baton Rouge, LA, holding Series 63, Series 65, and Series 66 licenses and possessing 21 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. Outside of his advisory role, he is a managing member of a family-owned property business. Advisor.Investments is a small team providing discretionary portfolio management to individuals, business entities, trusts, and estates, including high-net-worth clients. The firm employs a multifaceted investment approach that incorporates technical, fundamental, charting, and cyclical analysis, utilizing various strategies across multiple asset classes.

Options & derivatives strategies Private / alternative investments
user avatar

David M

CFA®, Series 66

Baton Rouge, LA

Advisor.Investments

David Mcfadden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. The firm, operating as Advisor.Investments, manages discretionary portfolios for individuals, business entities, trusts, and estates, including high-net-worth clients, using a range of investment strategies across multiple asset classes. They also provide selective ancillary services such as tax preparation and insurance product arrangements.

Options & derivatives strategies Private / alternative investments
user avatar

James P

Series 63, Series 65

Baton Rouge, LA

Advisor.Investments

James Pope is a financial advisor at Advisor.Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Diversified Investment Strategies, LLC since 2005. Outside of his advisory role, he is the managing member of a family timber and real estate business. Advisor.Investments provides discretionary portfolio management to individuals, business entities, trusts, and estates, including high-net-worth clients. The firm employs a range of investment strategies across multiple asset classes and offers ancillary services such as tax preparation and insurance product arrangements.

Options & derivatives strategies Private / alternative investments
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