Wealth Planners LLC

Information may not be reliable

Wealth Planners is a team of professionals dedicated to offering the best no-load investment management services for a reasonable fee. Marcel Dupré, a securities attorney in Baton Rouge, Louisiana began managing investments for a small group of family members and friends in 1997. Today we manage investments for corporations, group retirement plans, and individuals from California to Florida.

Wealth Planners approach is simple, yet very effective. We carefully design and maintain portfolios of mutual funds, similar to a "fund of funds", for retail accounts. We believe that the most important aspect of a mutual fund is its manager or management team. Part of our evaluation process is to meet with the managers or management teams, preferably at their location. Conference calls and meetings at conferences are helpful, but there is nothing quite as helpful as seeing the manager(s) in their own offices.

Our portfolio strategies are offered in many types of accounts including 401(k), 403(b), IRA, Roth IRA, Rollover IRA, SIMPLE IRA, SEP IRA, Community Property, Individual Taxable, Revocable Trust, Irrevocable Trust, No-Load Annuities, and more.

Wealth Planners is a discretionary investment manager which means we take the fiduciary responsibility for trading client accounts. We typically do not call clients before a trade is placed in accounts so that we can optimize our timing when trading funds in hundreds of accounts on the same day. Since we do not receive commissions or any fees for trading, our clients know that trades are only done with their best interests in mind.

We offer a complimentary analysis and review of your current investments. If circumstances permit we can also offer a complimentary meeting with Marcel Dupré, Paul Rabalais (estate planning attorney), and Yvette Crochet (Certified Public Accountant) to get fast answers to your complex financial issues. Please call for details.

Although our services are best fit for accounts valued at $250,000 or more, we do not have minimums to get started and we encourage everyone to begin saving for retirement as soon as possible. Our retirement planning, which involves some financial planning services, is complimentary and offers the client the ability to review and modify for themselves on-line.