Rebecca Purvis
Rebecca Purvis is a registered investment advisor at Doucet Asset Management, LLC, based in New Orleans, LA, with 18 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Doucet Asset Management manages investment portfolios for a fee based on a percentage of your assets. The exact percentage varies depending on the specific portfolio program you choose. These programs include Doucet Value Momentum Portfolio, Doucet Value Income Portfolio, Fund Allocation Program, Doucet Opportunistic Multi-Strategy Portfolio Program, and Fixed Income Portfolio Program. The minimum investment and fee structure varies for each program. The fees cover investment advice, brokerage, custodial, and administrative services.
Location
601 Poydras Street, Suite 2655, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rebecca works as the Director of Operations for Doucet Asset Management, an RIA firm, since 2007. This role involves back office administration and takes nearly full-time hours.
Employment History
Current Registrations
Doucet Asset Management, LLC
Institutional Securities CorporationBroker
Institutional Securities Corporation
State Registrations3 states
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