Clifford Favrot is a CFA, CFP-designated registered investment advisor at Dumaine Investments LLC, based in New Orleans, LA, with 22 years of industry experience. Clifford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 141 clients with $200M 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 $1.0M | 1.15% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.40% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
650 Poydras Street, Suite 1010, New Orleans, LA, 70130-6101
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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.
Learn about disclosures →Other Business Activities
Clifford provides advisory services to CDJ Apartments LLC, where he is a non-controlling minority owner with a family relationship. He does not receive compensation for his ownership and is committed to prioritizing his clients' interests.
Employment History
Current Registrations
Dumaine Investments LLC
Previous Registrations
Delta Financial Advisors
State Registrations1 state
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