Virginia Havens
Virginia Havens is a registered investment advisor at Ministry Partners Securities, LLC, based in Brea, CA, with 20 years of industry experience. Virginia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 132 clients with $25M 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 $50K | 1.90% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.65% |
| $250K - $750K | 1.65% |
| $750K+ | 1.60% |
Schedule reflects Harvest Investment Services program rates. Other third-party managers charge maximum annual fees up to 1.50% (Camelot) or 2.20% (AssetMark). Fees are negotiable.
Fee Estimator
Location
One Pointe Dr, Suite 205, Brea, CA, 92821
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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 →Employment History
Current Registrations
Ministry Partners Securities, LLC
Ministry Partners Securities, LLCBroker
Previous Registrations
Strongtower Financial, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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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