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

Private Wealth Management

Restoring your time to pursue what matters most to you 

What's included?

Learn More ➝


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™
  • Concierge client services & unlimited email support
  • An interactive, digital financial plan & secure client vault for storing important documents
  • Diverse portfolio construction including access to individual stocks, bonds, and other fixed income instruments, no-load mutual funds, ETFs, and socially responsible 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? 

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

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%


Get Started


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

This program is designed to offer fiduciary advice, however, you will be responsible for 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
  • An interactive, digital financial plan & secure client vault for storing important documents

WHAT IS THE COST? 

Our pricing model is built around an annual subscription, thoughtfully tailored to reflect factors such as task complexity, required expertise, and individual considerations like time invested. 

Tell Me More


Explore benefits of certified financial planning now. 

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