Haverdink Financial Management is a fee-only registered investment advisor. They offer investment management, financial planning, and consultation services. Investment management is ongoing and focuses on portfolio management. Financial planning and consultation are hourly or project-based. The firm does not accept commissions and is legally required to act in your best interest.
Assets Under Management$220M
Clients181
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Haverdink Financial Management charges a percentage of your portfolio to manage your investments. The exact fee is determined at the start of the engagement and can range from 0.5% to 1.2% per year. The fee depends on the complexity of your situation and the services you need. If you need services outside of investment management, you'll be charged $150/hour.
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