Pierre Adams is a registered investment advisor at Wealthharbor Capital Group, LLC, based in Metairie, LA, with 29 years of industry experience. Pierre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 268 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be discounted at the discretion of WealthHarbor Capital Group.
Fee Estimator
Location
433 Metairie Rd, Suite 500, Metairie, LA, 70005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Pierre is a sub-advisor for ADG Wealth, RIA, manages a recreational family property, and is a member of multiple LLCs including ADG Wealth Management Group, ECDB, Beachappy, and Tchoupitoulas Holdings. He dedicates a few hours per week to ADG Wealth, minimal time to the family property and Tchoupitoulas Holdings, and minimal time to the other LLCs.
Employment History
Current Registrations
Wealthharbor Capital Group, LLC
Adg Wealth Management Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.