Resource Management, Llc

Resource Management, Llc

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3330 West Esplanade Ave Ste 509

Metairie, LA 70002

504-833-5378

Rmiadvisors.Com

No. advisers: 7

AUM: $247,577,302

Asset Breakdown

Staff
Employees 7
Clients
High-net-worth individuals 11-25%
Financial planning clients More than 500
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $237,848,977 1,144 $207,910
Non-discretionary 9728325 64 $152,005
Total $247,577,302 1,208 $204,948

RIA rundown 2019: Top fee-only RIAs by state

June 1, 2019 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...

Many young staffers have benefits needs beyond a simple 401(k)

September 1, 2018 - Advisers often bemoan the shortage of talent that's preventing a natural growth in their business — if only they could find the right person, and keep them. The trickle of graduates coming out of financial planning schools is one factor, but many industries...

Companies start paying employee student loan debt

July 9, 2018 - Employers are trying to help employees alleviate the burdens of outstanding student loans by offering to pay off some of the debt — which totals more than $1.4 trillion in the U.S. alone, according to the Federal Reserve. It's a relatively new benefit...

UBS raising client fees, factoring in liabilities

November 16, 2017 - UBS Wealth Management Americas is changing the fees it charges clients next year and will take into account both liabilities – explicitly mortgages and securities based loans – and assets. Currently, UBS charges an annual account fee, in the range...

Alternatives … Compared To What?

September 1, 2016 - The term “alternative investment” only makes sense in relation to some other type of investment—that is, a set of non-alternative core asset classes. The implication is that the non-alternative investments are more traditional or more generally...

Financial advisers help clients graduate from student debt

August 7, 2016 - Kirsten Buccigrossi graduated in 2010 with $32,000 in student debt spread out over 13 loans. When she tried to lease a car five years later, she discovered the number of loans was hurting her credit score. Ms. Buccigrossi, a sales and marketing administrator...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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