Haven Financial Solutions is an independent advisory firm based in Evanston, Illinois, providing comprehensive financial planning, hourly consultations, divorce planning, and ongoing investment management. The firm operates under a strict fiduciary standard, meaning Haven Financial Solutions is legally required to put your best interests first. Services cover a wide range of personal finance topics, including retirement planning, tax strategies, cash flow management, risk analysis, and estate planning coordination. Haven Financial Solutions generally employs a passive, long-term investment strategy using index funds and exchange-traded funds, tailored to each client's specific risk tolerance and life stage.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Subject to a minimum annual fee of $4,000. Fees are negotiable at the firm's discretion.
