Lafargue Financial Group, Inc

CRD#120867
Investment Advisor Firm

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Overview

Lafargue Financial Group, Inc is a financial advisor company based in Fayetteville, Arkansas. The company manages $19.8 million in assets under management across 151 client accounts. Lafargue Financial Group, Inc has a small group of two employees, all of whom are financial advisors. Lafargue Financial Group, Inc is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as bonds, options and equities.

Lafargue Financial Group, Inc administers all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction choices for the client's account without requiring client authorization. Lafargue Financial Group, Inc's average account size is $131,126. Under $100,000 of their investments for financial planning services were in securities, with under $100,000 placed in non-securities. The typical financial advisor at Lafargue Financial Group, Inc oversees about 76 client accounts.

The company's central office is at 83 West Colt Drive, Fayetteville, Arkansas 72703. It is legally registered to provide services to clients across 2 states, including Arkansas and Oklahoma.

Assets Under Management

$19.8 million

Number of Advisors

2

Disclosures

No

Office Location

83 West Colt Drive
Fayetteville, AR 72703

Lafargue Financial Group, Inc by the Numbers

Total Assets Under Management

$19.8 million

National Average: $3.7 billion
Total Number of Employees

2

National Average: 29
Total Number of Accounts

151

National Average: 2,073
Average Account Size

$131.1 thousand

National Average: $1.8 million

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Products and Services

Lafargue Financial Group, Inc provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. In the past fiscal year, the firm provided 51-100 of its customers with financial planning services. Lafargue Financial Group, Inc does not sell products or offer services apart from investment advisory services to its investment advisory clients.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 62% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Financial advisory fees vary depending on which services the firm provides the client. However, fees billed by the company likely consist of some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. It is able to withdraw its charges directly from client accounts.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The firm caters to retail investors. Out of its 151 accounts, Lafargue Financial Group, Inc's biggest client by number of accounts is retail investors. None of the firm's accounts are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 100%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Lafargue Financial Group, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Lafargue Financial Group, Inc

Richard Lafargue
Springdale, AR

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This content was compiled from the SEC and FINRA

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.