Claudia Hayden is a CFP-designated registered investment advisor at Regatta Research & Money Management L.L.C., based in Metairie, LA, with 22 years of industry experience. Claudia 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.
Location
2121 N. Causeway Blvd, Ste. 257, Metairie, LA, 70002
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Regulatory History
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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Claudia owns Claudia M Hayden, Inc., an inactive corporation originally formed to sell wholesale furniture and home accessories and act as an interior decorator.
Employment History
Current Registrations
Regatta Research & Money Management L.L.C.
Previous Registrations
AXA Advisors, LLC
State Registrations1 state
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