Investment Management

Successfully navigating today’s investment environment requires an in-depth knowledge of the markets, the economy and modern portfolio theory. The increasing volume of available information can be overwhelming to even the most sophisticated investor. Many investment managers work on a commission incentive. A major drawback to commissioned relationships is the conflict of interest inherent in the commissioned environment.

Broussard Financial Group offers an asset management service based on the fee schedule listed below. We design and manage diversified portfolios using no-load mutual funds. These financial products do not have sales charges, surrender charges, and do not pay commissions.

Since our compensation is not based upon generating commissions, you can trust the objectivity of our recommendations.

Our investment strategies are generally long term in nature and encompass the client’s entire financial situation, usually changing only when the client’s objectives and prudent risk/reward ratios are taken into consideration. Broussard Financial Group fully researches all mutual funds chosen for client portfolios.

The minimum portfolio that Broussard Financial Group accepts in our Asset Management Service is $250,000. This minimum may increase in the future.

Below are the fees charged for our Asset Management Service:

Assets Under Management
Fee
First $ 500,000 1.25%
Next $ 500,000 1.10%
Next $ 1,000,000 .85%
Next $ 2,000,000 .75%
Over $ 4,000,000 .50%

We offer to meet with Asset Management clients on a quarterly basis. During these meetings we show you the return of your portfolio as a whole, and the return of each individual investment. We explain our strategy and discuss the results. We let you know what changes are being contemplated and the reasons.

As the client, you will feel comfortable knowing that none of our recommendations and changes are based upon a commission or self interest.

If you are one of the many people looking for an investment professional to manage your portfolio, we welcome your inquiries.