Ralph Freibert
Ralph Freibert is a CFP-designated registered investment advisor at Planning Associates Wealth Management, LLC, based in Metairie, LA, with 34 years of industry experience. Ralph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 242 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Planning Associates Wealth Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your portfolio, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your portfolio, billed monthly.
Fees are negotiable and deducted from client accounts. Planning Associates may use Pontera to manage assets held away, such as 401(k) accounts, and will cover the 0.30% Pontera fee.
Location
3501 North Causeway Boulevard, Suite 104, Metairie, LA, 70002
Get directionsHistory
Regulatory History (1)
Financial
October 2019Other Business Activities
Ralph is a manager at Planning Associates of Louisiana, LLC, an active financial planning firm, though he spends minimal time on it. He also serves as a Captain/Pilot and Assistant Training and Development Officer for the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol, dedicating about 10-20% of his time, and is the CFO of FlexLife Wellness, LLC dba Stretch Zone Metairie, spending a few hours per week on financial management.
Employment History
Current Registrations
Planning Associates Wealth Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, INC.Broker
Guardian Investor Services CorporationBroker
Pruco Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
MML Investors Services, INC.Broker
Dorsey & Company, INC.Broker
Connecticut Mutual Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.