Patrick Zielbauer is a registered investment advisor at Haven Capital Advisors, LLC, based in Charlotte, NC. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients with $5.4M in assets under management.
Haven Capital Advisors does not charge a fixed annual management fee based on the value of your portfolio. Instead, the firm charges performance-based compensation calculated as a percentage of the investment income generated by the private fund. The standard agreement allows Haven Capital Advisors to receive up to 50% of the investment income, though actual terms can be negotiated based on capital committed and other factors. Performance fees are assessed monthly after meeting agreed-upon hurdle rates or return thresholds. In addition to performance fees, investors are responsible for blockchain network transaction costs, custodian fees, and other third-party expenses associated with the fund.
15720 Brixham Hill Ave, Ste 300, Charlotte, NC, 28277
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