Rudy Blanchard is a CFP-designated registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 21 years of industry experience. Rudy 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 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regatta Research & Money Management's investment management fees are negotiable and applied to all assets under management. Fees are due and payable in advance on the first day of each calendar quarter. Fees range from 0.25% to 2% annually, charged quarterly.
Contact
Rudy Blanchard
Location
6620 Riverside Dr, Ste 207, Suite 257, Metairie, LA, 70003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Regatta Research & Money Management L.L.C.
State Registrations2 states
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