Jason Haviland is a CFA-designated registered investment advisor at Cottage Street Advisors, based in Nashua, NH, with 9 years of industry experience. Jason 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 5 more. Their firm serves 135 clients with $330M 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 | 1.00% |
Fees typically range from 0.75% to 1.00% per year and are negotiable based on account size, family holdings, and relationship complexity.
Fee Estimator
Location
Nashua, NH
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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
Jason works as a consultant for Asset Sprout, a software company, providing strategic input and usability feedback. This activity takes minimal time.
Employment History
Current Registrations
Cottage Street Advisors
Previous Registrations
J Bradford Investment Management
State Registrations3 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.
Exams
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