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Your satisfaction is backed by a guarantee. 

Satisfaction Guarantee

deMAURIAC puts clients FIRST. Your satisfaction is backed by a guarantee. 

If for any reason you're not completely satisfied, we'll refund your fee and work with you to make things right.

*What fees are covered by the guarantee?

We'll refund the previous quarter's program fee for the following advisory services:

  • Private Wealth Management
  • Digital Wealth Portfolios

*Are any fees not covered by the guarantee?

The guarantee does not apply to operating expenses charged by mutual funds and ETFs, or interest paid on margin loans. This guarantee also does not protect against any market fluctuations or risk within your investment accounts.

If you have questions on whether the satisfaction guarantee applies to any particular fee, please call 504-358-0433 for assistance.

*How long do I have to request a refund under the guarantee?

Your request must be received no later than the next calendar quarter after the fee was charged.

*How long will it take to receive my refund?

Funds will be credited to the account charged in approximately four weeks of a valid request.