Nicholas Danna is a registered investment advisor at Wealthharbor Capital Group, LLC, based in Metairie, LA, with 23 years of industry experience. Nicholas 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.
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Learn about disclosures →Other Business Activities
Nicholas is a member of ADG Wealth Management Group, LLC and ADG Wealth Management Group RIA, focusing on office operations and investment advisory services, respectively. He also coaches youth soccer and is an investment advisor representative and partner at Wealth Harbor Capital Group, spending a few hours per week on client meetings and investment management.
Employment History
Current Registrations
Wealthharbor Capital Group, LLC
Adg Wealth Management Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Sterne Agee Investment Advisors, INC.
Sterne, Agee & Leach, INC.Broker
Hibernia Southcoast Capital, 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.