Dumaine Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“This is a negotiated fee although it is typically billed at $300/hour.”

Flat or project fee

$5,000⁠-⁠$50,000

“Fixed fees are negotiable and typically range from $5,000 - $50,000, depending on the scope and complexity of services rendered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dumaine Investments LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Dumaine Investments LLC’s fees compare

• Its hourly rate of $300 is above the Louisiana median of $250. 64% of the 45 other Louisiana planners that publish an hourly rate charge less.
• 4 of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$50,000 is above the Louisiana median of $3,250. 95% of the 40 other Louisiana planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in New Orleans that publish a flat or project fee charge less.

About Dumaine Investments LLC

• Firm size: 4 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.15% a year

Clients

133

Employees

4

Works with

Individuals, high net worth individuals, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and other services

Assets managed

$226,991,557

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306481

Website

dumaineinvestments.com (opens in new tab)

Phone

(504) 521-7350

Can advise clients in 4 states: Louisiana, Nebraska, New Hampshire, Texas

Other planners in New Orleans that publish fees

• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500
• Creole Wealth Solutions, LLCNew Orleans$350/hr, $1,000⁠-⁠$5,000
• Deliberate FinancesNew Orleans$500⁠-⁠$10,000, $350⁠-⁠$1,500/mo
• Demauriac LLCNew Orleans$500⁠-⁠$1,500/hr, $208/mo
• Mort Kelly Financial Services, LLCNew Orleans$55/hr, $500/yr
• Ninety West Global WealthNew Orleans$300/hr, $500⁠-⁠$35,000

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