Billeaud Capital Management Review


Trust Score 96%
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Billeaud Capital Management, federally registered in 1998, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 6 advisors. Billeaud Capital Management manages $387.0 million and provides investment advisory services for 323 clients (1:54 advisor/client ratio).

Billeaud Capital Management requires a $250,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 20 years

Considerations


  • There is only one licensed advisor for every 54 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $250,000
Minimum Annual Fee $0
Average Account AUM $1,198,141
Hybrid Advisor No
Disciplinary History No
Total AUM $387.0 million
Advisor / Client Ratio 1:54
Headquarters Lafayette, LA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%


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