A complete list of active advisors currently associated with Bellingrath Wealth Management, L.L.C.
Warmer can help you find a great advisor at Bellingrath Wealth Management, L.L.C. or one who fits your needs even better.
Bellingrath Wealth Management & Employee Benefits advises individuals, families, trusts, non-profit organizations and businesses, including high-net-worth clients, on integrated financial planning, estate and retirement planning alongside portfolio management. The firm also offers fee-based qualified retirement plan services and employee benefits planning, serving plan sponsors as an ERISA 3(21) investment advisor. The firm’s process begins with a discovery meeting to identify goals, risk tolerance and cash flows, and it develops a financial picture and projections with financial planning provided as part of its investment management. Bellingrath generally manages client accounts on a discretionary basis under a Limited Power of Attorney and implements portfolios through LPL-custodied programs (Model Wealth Portfolios, Strategic Wealth Management, and Optimum Market Portfolios), and may engage third‑party managers or convert legacy mutual fund share classes when appropriate. A distinguishing operational feature is that Bellingrath sponsors its own Wrap Program, which can include certain transactional costs and third‑party manager fees in a single management fee — an arrangement the firm describes in its Wrap Fee Brochure and which is uncommon among similar firms. The firm operates with three advisors while managing roughly $196 million in assets, and maintains a close platform relationship with LPL (including dually registered representatives and platform support), a relationship the firm discloses as creating potential conflicts of interest.
To learn more about the advisors currently working at Bellingrath Wealth Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 44
| |
New Orleans, LA
| 9
| |
New Orleans, LA
| 17
|
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