Deane Retirement Strategies, Inc

New Orleans, Louisiana

Call (504) 582-2345 Visit website →

About

Deane Retirement Strategies is a fee-only fiduciary firm founded in 1993 that serves individuals and families planning for retirement. The firm employs both a CFP® and CFA® who collaborate on integrated financial planning and actively managed portfolio construction, overseeing approximately $250 million in client assets. Services include comprehensive financial planning, retirement income strategies, tax planning coordination, and estate planning consultation, with a stated focus on understanding client goals before implementing any investment strategy. The firm charges a tiered AUM fee starting at 1.25% and requires a minimum portfolio of $1 million.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-4PM, Tuesday: 8AM-4PM, Wednesday: 8AM-4PM, Thursday: 8AM-4PM, Friday: Closed, Saturday: Closed
SEC registered
No
0 selected
Compare →