Griffin Haviken is a registered investment advisor at Vericrest Private Wealth, LLC, based in Newtown, PA, with 16 years of industry experience. Griffin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 101 clients with $110M 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 $3.0M | 1.25% |
| $3.0M - $7.0M | 1.00% |
| $7M+ | 0.85% |
A minimum of $1,000,000 of assets is necessary to establish a relationship with Vericrest. Exceptions can be made in the discretion of Vericrest. An exception may result in a higher annual fee.
Fee Estimator
Location
41 University Drive, Suite 400, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Griffin is a managing member of the Advest Short Duration Real Estate Fund, which focuses on real estate investments. He spends about a quarter of his time evaluating and managing the investments.
Employment History
Current Registrations
Vericrest Private Wealth, LLC
Previous Registrations
Towercrest Capital Management, LLC
State Registrations1 state
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