Bryan Hayes is a CFP-designated registered investment advisor at Wealthharbor Capital Group, LLC, based in Metairie, LA, with 11 years of industry experience. Bryan 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 →Employment History
Current Registrations
Wealthharbor Capital Group, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations3 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.