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

Private Wealth Management

Seeks to restore your time to pursue what matters most to you 

Bringing together the resources you need at each stage of your life with customized, tax-efficient investment portfolio implementation, management and comprehensive financial planning, while working in collaboration with your team of estate and tax professionals.

What's included?

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What is the cost of Private Wealth Management?

A simple, straight forward, highly competitive, tiered fee structure

This is what it looks like:

  • Initial discovery/consultation
  • Stress testing (reviewing your investment portfolio's resilience against possible financial situations)
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services & unlimited email support
  • Personal financial management website & client vault for storing important documents
  • An interactive, digital financial plan updated daily
  • Diverse portfolio construction including access to individual stocks, bonds and other fixed income instruments, no-load mutual funds, ETFs, and socially conscious investment solutions
  • Insurance reviews at no expense (we tell you if you're paying too much for the coverage you have by taking a deep dive into your current policies)

What is the cost of doing business? 

Invested Assets Percentage
Up to $500,000 1.0%
$501,000 - $1,000,000 0.9%
$1,000,001 - $2,000,000 0.7%
$2,000,001 and above 0.5%


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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

Hourly Billing

This program is designed to offer fiduciary advice and financial literacy billed hourly, however, you will be responsible for managing your own investment accounts, placing trades and implementing your plan.

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
  • Personal financial management website & client vault for storing important documents
  • Annual checkin with your CFP®

WHAT IS THE COST? 

Our pricing model is based on an hourly rate, considering factors such as task complexity, expertise, and individual nuances. Contact to discuss your specific needs and let us craft a customized solution that aligns with your budget. 

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Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Financial literacy group sessions

Enhance well-being by transforming participants' communication and behaviors associated with your finances.

Effective strategies to conquer procrastination, eliminate false limiting beliefs, and alleviate finance-related stress. 

What's included?

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Financial focus groups

  • A cognitive behavioral approach to finance with specific areas of focus to help you conquer your biggest money fears, overcome obstacles, change self-sabotaging behavior, and reduce overall financial stress 
  • A well-defined process that helps you think, feel, communicate, and behave differently with money to improve financial wellbeing
  • Concierge client services & email support

WHAT IS THE COST? 

In collaboration with organizations, we tailor pricing to consider the total number of participants served and the time invested. This approach ensures the development of a pricing framework that is not only equitable but also accessible for organizations of varying sizes.

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Explore benefits of certified financial planning now. 

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