Renee Baudoin is a CFP-designated registered investment advisor at Chf Wealth Management, LLC, based in Lafayette, LA, with 4 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
CHF may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
201 Rue Iberville, Suite 710, Lafayette, LA, 70508
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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
Renee is involved with Clark, Hanes & Faul, LLC, a CPA firm, dedicating nearly full-time hours per month, with minimal time during trading hours. Renee is also the President of Renee E Clark, LLC, a tax and financial planning business, spending a few hours per week, with no time during trading hours.
Employment History
Current Registrations
Chf Wealth Management, LLC
State Registrations1 state
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