Paul Saltaformaggio
Paul Saltaformaggio is a registered investment advisor at Hibernia Wealth Partners, LLC, based in Baton Rouge, LA, with 22 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 653 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hibernia Wealth Partners offers investment management services where fees are negotiable and can be either asset-based or fixed. Asset-based fees range from 0% to 3% annually, depending on factors like the complexity of services, the amount of assets managed, and the client relationship. Fees are deducted directly from your account by the custodian. Clients using third-party managers will pay fees as outlined in their agreement with the third-party manager.
Location
6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2019Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Paul is involved in several business activities, including holding companies for personal use assets, real estate rentals, and providing investment advisory services through Hibernia Wealth Management, dedicating about 10-20% of their time. Paul also works as an independent agent selling group health insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Hibernia Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLC
Capital One Investments, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
State Registrations23 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.