MR
CFP
MR
CFP

Michael Rivas

15 Years of Experience
New Orleans, LA

Michael Rivas is a CFP-designated registered investment advisor at Bienvenue Wealth LLC, based in New Orleans, LA, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 128 clients with $99M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
128 clients
Average Client Portfolio
$772K average
Assets Under Management
$98.8M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual fee for comprehensive wealth planning program. Fees may be negotiable. Includes both investment advisory and financial planning services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

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Michael Rivas

Location

1100 Poydras Street, Suite 2125, New Orleans, LA, 70163

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bienvenue Wealth LLC
April 2010 - Present · 16 yrs
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

My career-long history in financial services includes an 11-year stint owning my own company on the trading floors in Chicago. M.G. Rivas Financial Inc. represented international clients on theChicago Mercantile Exchange (CME) and Chicago Board of Trade (CBOT). I was a top producer while earning a global reputation for high ethical standards. My international experience as Vice President of BNP Securities USA, a division ofBanque Nationale de Parisincluded running the firm’s fixed-income, derivatives, and equities desks.  Working on the trading floor for over 18 years taught me to thrive as an independent customer advocate. While others were reading about it, I lived it. My passion is assisting your family byproviding clarity for life!

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Michael Rivas
Michael Rivas - Financial Advisor | TrueAdvisor