Daniel Abraham is a CFP-designated registered investment advisor at Second Line Capital, LLC, based in Metairie, LA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,196 clients with $1.3B 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 | 2.00% |
Annual management fee can be up to 2.00% and is determined by the investment advisor representative.
Fee Estimator
Location
2800 Veterans Memorial Blvd., Suite 220, Metairie, LA, 70002
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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
Daniel operates under the DBAs Faubourg Private Wealth Advisors and Faubourg Private Wealth, spending full-time hours on these activities. He also provides investment advisory services through Second Line Capital, LLC, dedicating full-time hours to this as well.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
Advisor Resource Council
LPL Financial LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations1 state
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
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