Divina Marcktell is a registered investment advisor at Haviland & Sams, LLC, based in Farmington, CT, with 9 years of industry experience. Divina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 2 more. Their firm serves 101 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Haviland & Sams does not directly manage client assets. Instead, they help clients find and monitor independent investment managers. Clients whose assets are held at Schwab may be charged up to 1% of their portfolio annually, paid quarterly. Clients in the Lockwood wrap fee program may be charged up to 2% annually, paid quarterly, which includes all management and transaction fees.
Location
30 Stanford Drive, 2nd Floor, Farmington, CT, 06032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Haviland & Sams, LLC
State Registrations2 states
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