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Brandon Grandbouche
21 Years of Experience
Metairie, LA
1 Disclosure
Brandon Grandbouche is a registered investment advisor at Wealthharbor Capital Group, LLC, based in Metairie, LA, with 21 years of industry experience. Brandon 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
268 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$300.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
433 Metairie Rd, Suite 500, Metairie, LA, 70005
Get directionsHistory
Regulatory History (1)
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Criminal
October 1997Final Disposition
Employment History
Current Registrations
Wealthharbor Capital Group, LLC
January 2005 - Present · 21 yrs 3 mos
State Registrations1 state
LA
Advisor
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.
Exams
No exam information available for this advisor.