| Assets Under Management | 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.
650 Poydras Street, Suite 1010, New Orleans, LA, 70130-6101
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