Anne Clark Gaiennie
Advisor at Cullen Investment Group — Lafayette, LA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
16 years
Location
Broussard, LA 70503
Cullen Investment Group
Team
Total advisors
6Clients per advisor
101 Very HighAvg AUM per client
$1,443,289 HighHNW client ratio
39% HighAnne Gaiennie is a CFP® with 15 years of industry experience and has been self-employed since 2004. She is an advisor at Cullen Investment Group, a team of six advisors based in Broussard, LA. Cullen Investment Group provides discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses a Bucket Approach to Retirement to build concentrated portfolios with low turnover.
Based on Cullen Investment Group
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001 - $20,000,000: 0.50% annually $20,000,001+: Negotiable
Account minimum: $500,000 Fee-only: Investment Management Services fees based on percentage of AUM with tiered schedule; Cash Management Services fee is 0.25% annually; 401(k) Plan Consulting Services fee is 0.25% annually
Lafayette, LA
1404 South College Rd.
Lafayette LA 70503
Advisors at this office
6
Louisiana · Texas
16 years of industry experience
SELF EMPLOYED
2004 - Present • 22 years
Lafayette, LA
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