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Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Private Wealth Management

Reclaim Your Time. We'll Handle the Finances.

What's included?

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What can you expect with Private Wealth Management?

  • Initial discovery/consultation
  • Stress testing: Reviewing your investment portfolio's resilience against risk factors such as inflation, market return risk, long lifespan, rising taxes, etc.
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Diverse portfolio construction including access to individual stocks, bonds, and other fixed income instruments, no-load mutual funds, ETFs, and socially responsible investment solutions
  • An interactive, digital financial plan & secure client vault
  • Insurance reviews at no added expense
  • Concierge client services & unlimited email support

What is the cost of doing business? 

 At deMauriac, we combine a straightforward, highly competitive, fee structure with a relentless focus on minimizing costs, maximizing operational efficiency, and delivering exceptional client service.

Equity/Balanced Portfolios 

Invested Assets Management Expense
Up to $500,000 1.5%
$500,001 - $1,000,000 1.25%
$1,000,001 - $2,000,000 1.0%
$2,000,001 and above 0.75%


Fixed Income Only Portfolios 

Total Assets Under Management Management Expense
$0-$500,000 .65%
$500,001-$2,000,000 .50%
$2,000,001 and above .35%



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A young Asian woman with rhinestones on her face looks at the camera while holding her hands to her head. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Your Financial Advocate

Plans that fuel your growth.

This exclusive program offers expert, ongoing fiduciary guidance while granting you full control to manage your investments, place trades, and implement your personalized strategy.

What's included?

Learn More ➝

Your Financial Advocate

This is what it looks like:

  • Initial discovery/consultation
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • An interactive, digital financial plan & secure client vault for storing important documents

WHAT IS THE COST? 

Our engagement model is structured as an annual subscription, thoughtfully calibrated to reflect the complexity of tasks and expertise your plan requires and our estimated time invested. We take on a limited number of clients each year to ensure a highly personalized and exceptional standard of service.

Get A Free Strategy Session


Explore benefits of certified financial planning now. 

Contact
Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management