Assets Under Management
$397.8M
Number of Clients
316
Number of Advisors
7
Average Client AUM
$1.3M
AUM per Advisor
$56.8M
Compensation
Fee-Only (AUM)
Haven Wealth Group manages money for individuals, pensions, foundations, and endowments, primarily investing in stocks and bonds. They tailor services to client risk tolerance and offer comprehensive financial planning for long-term goals and retirement. They also advise 401(k) plans.
| Assets Under Management | 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 negotiable for good business reasons.
1111 North Loop West, Ste 1110, Houston, TX, 77008-1773