John Havenar
John Havenar is a registered investment advisor at Hurwitz Associates, INC., based in Houston, TX, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $59M 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 $500K | 2.50% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable and may be tailored to meet client requirements.
Fee Estimator
Location
10101 Fondren Rd, Suite 227, Houston, TX, 77096
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
John rents and manages residential rental property since 1992, dedicating a few hours per week. He is also the president of The Citizen Conference Center/John Havenar Inc. and owner of Havenar Retirement & Financial Services, where he sells group and individual health and life insurance, spending a few hours per week.
Employment History
Current Registrations
Hurwitz Associates, INC.
Previous Registrations
Ims Financial Advisors, INC.
State Registrations1 state
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