Wealthharbor Capital Group, LLC
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Overview
Wealthharbor Capital Group, LLC operates as a financial advisory company headquartered in Metairie, Louisiana. It manages $252.4 million in total assets across 298 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). Wealthharbor Capital Group, LLC has a small group, including 4 financial advisors. Wealthharbor Capital Group, LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as stocks, bonds and options.
Wealthharbor Capital Group, LLC oversees more than half of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing client consent. It also has seven non-discretionary accounts totaling $25.7 million in assets under management. The advisory firm's typical account size is $847,112. The average financial advisor at Wealthharbor Capital Group, LLC administers around 75 client accounts, placing it towards the middle in terms of personalization.
The firm's central office is located at 433 Metairie Rd, Metairie, Louisiana 70005. The company is registered to serve investors across a few states, including Alabama, California, Florida, Georgia, Indiana, Louisiana, Mississippi, New Jersey, Ohio and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealthharbor Capital Group, LLC by the Numbers
$252.4 million
6
298
$847.1 thousand
Products and Services
Wealthharbor Capital Group, LLC offers a number of services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The company does sell products or offer services aside from investment advice to its customers.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees largely vary depending on which service is provided. Fees charged by Wealthharbor Capital Group, LLC most likely are comprised of some combination 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 Wealthharbor Capital Group, LLC.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors and pension plans. Out of its 298 accounts, Wealthharbor Capital Group, LLC's biggest client group is retail investors, though it also manages money for 56 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 26.67%
- Other Individuals - 45.24%
- Corporations - 28.1%
- 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
Wealthharbor Capital Group, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wealthharbor Capital Group, LLC
Metairie, LA
Metairie, LA
Metairie, LA
Ocean Springs, MS
New Orleans, LA
Metairie, LA
Metairie, LA
New Orleans, LA
Ocala, FL
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