Haven Wealth Group is a registered investment advisor located in Houston, Texas, with nearly two decades of experience managing portfolios for individuals, high net worth clients, foundations, and retirement plans. The firm builds customized portfolios primarily using individual stocks and bonds, alongside exchange-traded funds, while tailoring strategies to each client's risk tolerance, cash flow needs, and asset mix. In addition to investment management, Haven Wealth Group provides comprehensive financial planning to help clients navigate long-term goals and retirement preparation. The firm operates on a fully discretionary basis, meaning professionals make day-to-day investment decisions on your behalf according to an agreed-upon strategy. Haven Wealth Group also assists retirement plan participants with asset allocation and investment choices.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiated for valid business reasons with executive approval. Clients also pay a separate Research, Trading and Service Management Fee of 0.05% annually. Money market only accounts are charged 0.20%.