Andrew Duckworth is a registered investment advisor at Prostatis Financial Advisors Group, based in Baton Rouge, LA, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,639 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,639 clients
Average Client Portfolio
$311K average
Assets Under Management
$508.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.50%
$500K - $1.5M1.00%
$1.5M - $2.5M0.90%
$2.5M - $3.5M0.80%
$3.5M+0.75%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9026 Jefferson Hwy, Suite 102, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew works as a color commentator for radio broadcasts of Denham Springs High School football, starting in 2018. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Prostatis Financial Advisors Group
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Cetera Investment Services LLCBroker
August 2022 - June 2024 · 1 yr 10 mos
Cetera Investment Advisers LLC
August 2022 - June 2024 · 1 yr 10 mos
Hancock Whitney Investment Services INC.Broker
June 2021 - August 2022 · 1 yr 2 mos
Hancock Whitney Investment Services INC.
June 2021 - August 2022 · 1 yr 2 mos
J.P. Morgan Securities LLC
July 2018 - June 2021 · 2 yrs 11 mos
J.P. Morgan Securities LLCBroker
July 2018 - June 2021 · 2 yrs 11 mos
Edward Jones
August 2014 - July 2018 · 3 yrs 11 mos
Edward JonesBroker
May 2014 - July 2018 · 4 yrs 2 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.