MÄTIS Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mètis Financial LLC provides investment advisory and financial consulting services to a mix of pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and individual clients. Its service set includes employee benefits and pension consulting, financial planning and consulting, asset allocation and investment consulting, and other financial consulting such as tax compliance and cash‑flow planning.
The firm delivers advice on a non‑discretionary, non‑continuous basis and does not provide ongoing portfolio management or report assets under management; clients retain responsibility for implementing recommendations. Its investment process relies on fund‑database screening for mutual funds, ETFs and closed‑end funds, supplemented by direct contacts with fund representatives and on‑site due diligence for private funds and managers when applicable.
Distinctive features include a formal offering of employee benefits and pension consulting for ERISA plans and plan fiduciaries, an area less commonly provided by solo independent advisers, and a fee model based on hourly or fixed fees rather than percentage‑of‑assets charges. The practice does not accept discretionary trading authority or custody of client assets and therefore operates in a primarily consultative, project‑oriented manner that appears more focused on institutional and higher‑net‑worth arrangements than mass‑market retail accounts.
Client services
Expertise
Fee options
Fixed fees typically range between $5,000 and $55,000 depending on service; billed monthly in advance or arrears depending on service
Hourly fees typically range between $250 and $300 depending on service
Account minimum: No minimum stated; generally no minimum dollar amount to open and maintain an advisory account, but firm may terminate accounts deemed too small Fee-only: Hourly fees typically range between $250 and $300; Fixed fees for financial planning, consulting, and employee benefits consulting typically range from $5,000 to $55,000 depending on service
Main office
Metairie LA
Advisors at this office
1
Most active in
Louisiana
Also doing business as
Dgc Invest LLC · Mètis Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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