Paul Guidry
Paul Guidry is a registered investment advisor at Summit Financial Wealth Advisors, based in Slidell, LA, with 38 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,115 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Certain existing or legacy clients may be charged under a different fee schedule and/or different billing cycles. Fixed income investments have a different fee schedule: First $250,000: 0.65%, Over $250,000: 0.50%
Fee Estimator
Location
Slidell, LA
Get directionsHistory
Regulatory History (1)
Financial
September 2020Other Business Activities
Paul is a sole member/manager and 100% owner of a small business consulting and management firm, dedicating a few hours per week. He is also a member/manager of AGPG, LLC, a holding company for a recreational fishing boat, requiring minimal time.
Employment History
Current Registrations
Summit Financial Wealth Advisors
Previous Registrations
Adg Wealth Management Group, LLC
Triad Advisors LLCBroker
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, 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.