Financial Management Professionals
4841 Ihles Road
Lake Charles, Louisiana 70605
337-433-4334
Year Practice Began: 1987
Number of advisors in firm: 7
Number of clients: 500 (approximately)
Compensation method: fee-only
Fee for managing assets: Starts at 1% and drops as assets climb
Fee for creating a financial plan: $1,200 to $2,500
Designation: CFP
Clientele: small businesses and individuals, including medical professionals and refinery retirees
Education: Bachelor of business administration, Baylor University
Previous incarnations: worked for Magnolia Financial Corp., another family-owned business, whose operations included the acquisition and operation of insurance companies and funeral homes in 14 states
Outside interests: Tennis with teenage daughter and playing on lawn with 6-year old, Christian outreach, running, community service
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