Daniel Haar
Daniel Haar is a registered investment advisor at Live Oak Wealth Management, LLC, based in Covington, LA, with 11 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 450 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.85% |
| $750K - $1.0M | 1.70% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Location
7020 Hwy 190 Suite A, Covington, LA, 70433
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is an investment advisor representative with Live Oak Wealth Management and Eaglebrook Advisors, and owns Match Point Volleyball LLC. He also works as a taxi driver, coaches soccer, manages volleyball tournaments, and sells insurance products, dedicating about 10-20% of his time to the insurance sales.
Employment History
Current Registrations
Live Oak Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America Advisors, INC.
Securities America, 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.