Kevin Haverdink
Kevin Haverdink is a registered investment advisor at Haverdink Financial Management, LLC, based in Portage, MI, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 181 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Haverdink Financial Management charges a percentage of your portfolio to manage your investments. The exact fee is determined at the start of the engagement and can range from 0.5% to 1.2% per year. The fee depends on the complexity of your situation and the services you need. If you need services outside of investment management, you'll be charged $150/hour.
Location
440 W. Centre Avenue, Suite 5, Portage, MI, 49024-5373
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Haverdink Financial Management, LLC
State Registrations1 state
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