Haven Financial Advisors offers personalized financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Haven Financial Advisors is a fee-only firm, meaning it doesn't sell financial products or receive commissions.
Assets Under Management$85M
Clients48
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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