Allison Dubreuil
Allison Dubreuil is a CFP-designated registered investment advisor at Haven Financial Partners LLC, based in Virginia Beach, VA, with 11 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
The above fee schedule does not include the Outside Manager’s separate annual advisory fee of 0.30%. Fees are negotiable.
Fee Estimator
Location
Virginia Beach, VA
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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
Allison owns Excelworks LLC, a diving equipment sales business, since 2017. She dedicates minimal time to this activity.
Employment History
Current Registrations
Haven Financial Partners LLC
Previous Registrations
Greystone Financial Group, LLC
Wealthway Financial Advisors
MML Investors Services, LLC
State Registrations2 states
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