Michael Joseph Doise
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®, CFA®, Series 63, Series 66
Experience Industry experience
7 years
Location
Lafayette, LA 70503
Cullen Investment Group
Team
Total advisors
6Clients per advisor
101 Very HighAvg AUM per client
$1,443,289 HighHNW client ratio
39% HighMichael Doise is a CFP® and CFA® credentialed advisor with seven years of industry experience. He is currently with Cullen Investment Group and has prior work history at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a fundamentally driven, value-oriented investment approach focused on concentrated portfolios and utilizes a defined “Bucket Approach” for retirement clients.
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: Fee-only independent registered investment adviser; fees charged as a percentage of AUM or flat annual fees; no commissions accepted.
Lafayette, LA
1404 South College Rd.
Lafayette LA 70503
Advisors at this office
6
Louisiana · Texas
7 years of industry experience
Cullen Investment Group
2023 - Present • 3 years
Lafayette, LA
Robertson Capital
2021 - 2023 • 2 years
Lafayette, LA
Slant Energy
2020 - 2021 • 1 year
Lafayette, LA
Robertson Midstream
2017 - 2020 • 3 years
Lafayette, LA
RBC Capital Markets
2014 - 2017 • 3 years
Houston, TX
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