Kevin Kleinman is a registered investment advisor at Blue Haven Capital, LLC, based in Geneva, IL, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 212 clients with $110M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $12.0M | 0.55% |
| $12M+ | 0.37% |
Fees are not negotiable, but Blue Haven Capital reserves the right to provide discounts at its discretion. Family accounts may be grouped together in a household to calculate an aggregate asset figure for purpose of calculating advisory fees.
Fee Estimator
Location
312 West State Street, Suite 112, Geneva, IL, 60134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Haven Capital, LLC
State Registrations5 states
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