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Brandon Grandbouche

Advisor at Wealthharbor Capital Group, LLC

Updated today
Wealthharbor Capital Group, LLC logo

Firm

Wealthharbor Capital Group, LLC

Location

Metairie, LA 70005

Credentials

Series 65

Industry experience

21 years

About

Brandon Grandbouche is a financial advisor with WealthHarbor Capital Group, LLC, holding a Series 65 designation and over 21 years of industry experience. He has been with WealthHarbor Capital Group since 2004. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios with a conservative core and tactical allocations aimed at reducing downside risk and volatility.

Client services

Based on Wealthharbor Capital Group, LLC

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Wealthharbor Capital Group, LLC

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Passive / index investing

Fee options

Fixed

Negotiated flat dollar fee per quarter

Percentage

1.5% per annum charged quarterly

Other

Account minimum: $100,000

Location

433 Metairie Rd, Suite 500

Metairie, LA 70005

Most active in

Louisiana

Work history

WealthHarbor Capital Group

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Marigny D

Series 66

New Orleans, LA

deMauriac LLC

Founder/Business Owner Retired Women Professionals

Ryan F

CFP®

New Orleans, LA

Deliberate Finances

I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.

Inherited wealth Public Service Employee Gen Y/Millennials (Born 1980-1995)
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Amy W

CFP®, Series 63

Kenner, LA

Winchester Capital Services, LLC

Annuities Founder/Business Owner
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Steven A

Series 63, Series 65

New Orleans, LA

GEM Street Capital Management

Options & derivatives strategies Concentrated stock management Active portfolio management Real estate investing
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Jamin E

Series 65

New Orleans, LA

Estep Capital Management

Active portfolio management
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Andrew C

CFA®

New Orleans, LA

Emeth Value Capital, LLC

Options & derivatives strategies Concentrated stock management Active portfolio management
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