The Planning Center

H. Jude Boudreaux, CFP® and the 13 CFPs at The Planning Center believe in helping clients balance their life through the financial planning process. We try to find the balance of wealth and life, so you can build for your future while living a life you enjoy now. Our pricing structure allows the firm to work with residents and physicians with a focus on financial life planning, cash flow, debt management (including PSLF planning) and a constant focus on helping clients build their lives and not just their portfolios.  Jude’s daughter was diagnosed with Leukemia (Pre-B ALL) before her 2nd birthday and that experience has influenced their love of working with those in the medical community.  (She is now nearly 4 years off treatment and doing great).  Jude is based in New Orleans but also has the ability to work with clients around the country on virtual basis utilizing a flat annual fee based on income and net worth, payable monthly for cash flow flexibility.

 

  • Services: Financial planning, investment management
  • Fee Structure: AUM fee + income-based fee
  • Locations: New Orleans, LA; Chicago, IL; Minneapolis, MN; Quad Cities, IA/IL; Tulsa, OK; Fresno, CA; Anchorage, AK
  • Application, ADV2
  • Website, [email protected],  (504) 717-4862

 

Fee Structure:

Net Worth
$0 – $2,500,000 0.50%
$2,500,000 – $10,000,000 0.25%
$10,000,000 and over 0.10%
Income
$0 – $500,000 1.25%
$500,000 – $1,500,000 0.75%
$1,500,000 and over 0.50%

*includes tax preparation in most circumstances.