Wealthharbor Capital Group, Llc
Metairie, Louisiana
5.0
1 Review
Wealthharbor Capital Group, LLC is a small investment advisory firm based out of Metairie, LA, with one office. With a total of six employees, four of whom provide investment advisory services, Wealthharbor Capital Group offers personalized financial guidance to a diverse clientele. With over 100 individual clients, they currently manage assets worth over $252,439,000. The firm's average assets under management per investment advisor amount to approximately $78,470,000, which aligns with the industry average. Wealthharbor Capital Group's compensation structure encompasses various types, including a percentage of assets under mana...
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Assets Under Mgmt

$252.44M

Investment Professionals

4

Locations

0

% 401K & Individual

6%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Other Financial product salesperson
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