Kristin Horton is a CFA-designated registered investment advisor at Haven Capital Group, based in Westlake Village, CA, with 23 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 128 clients with $140M 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 may be negotiable under certain circumstances.
Fee Estimator
Location
2625 Townsgate Rd, Ste 330, Westlake Village, CA, 91361-5751
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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
Kristin is a licensed real estate salesperson in California, spending minimal time on these activities. She is also an owner and officer of Caroline Rea Horton, Inc., a creative services firm, also dedicating minimal time.
Employment History
Current Registrations
Haven Capital Group
Previous Registrations
Haven Capital Group
First Republic Investment Management, INC.
Starbuck Tisdale & Associates
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.