Haven Financial Solutions provides investment advice and financial planning services, including retirement planning, cash flow and budgeting, tax planning, risk management, estate planning, and divorce planning. Haven Financial Solutions generally employs a passive investment strategy using index funds and ETFs. The firm acts as a fiduciary, putting clients' interests first.
Assets Under Management$13M
Clients7
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$13M
www.linkedin.com/in/daniellelschultz ·www.facebook.com/havenfinancialsolutions ·www.havenfinancialsolutions.com
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable at the sole discretion of the firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
