Haven Capital Group provides investment management services on a discretionary basis. The firm assists clients in creating and implementing long-term investment strategies tailored to their individual needs and circumstances. Clients can specify restrictions on investments. Haven Capital Group does not take custody of client funds.
Assets Under Management$140M
Clients128
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$140M
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Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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