Fairhaven Financial Advisory Corporation is an investment advisor specializing in retirement planning for retirees and those nearing retirement. Fairhaven Financial offers investment advisory services, retirement plan services, and general consultation and financial planning services. The firm manages client portfolios on both a discretionary and non-discretionary basis. Fairhaven Financial helps investors avoid costly gaps and oversights in investments, taxes, estate planning, insurance, Social Security and IRA distributions.
Assets Under Management$380M
Clients805
Advisors4
Avg. per Client$470K
Avg. per Advisor$94M
Fee Structure
Investment management only (planning not offered)
Fairhaven Financial offers investment management through Gold Medal Services and Limited Investment Advisory Services. The maximum annual fees are:
- Gold Medal Services:
- $0 - $100,000: 1.60%
- $100,001 - $250,000: 1.60%
- $250,001 – $500,000: 1.30%
- $500,001 - $600,000: 1.20%
- $600,001 - $1,000,000: 1.00%
- $1,000,001 and Above: Negotiable
- Limited Investment Advisory:
- $0 - $100,000: 0.50%
- $100,001 - $250,000: 0.50%
- $250,001 – $500,000: 0.50%
- $500,001 - $600,000: 0.50%
- $600,001 - $1,000,000: 0.50%
- $1,000,001 and Above: Negotiable
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