Haven Wealth Group (HWG) manages investments for individuals, pensions, foundations, and endowments. HWG tailors its services to each client's risk tolerance and cash flow needs. HWG primarily invests in individual stocks and bonds, but may use exchange traded funds (ETFs). HWG also provides comprehensive financial planning to help individuals manage long-term goals and plan for retirement.
Assets Under Management$510M
Clients348
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 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. HWG also charges a Research, Trading and Service Management Fee of 0.05% on all balances. There is also a 0.20% fee for money market only accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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