Emerald Haven Investments provides financial planning, retirement planning, and wealth management services. Financial and retirement planning includes advice on business matters, charitable giving, death and disability, divorce, education, estate planning, insurance, investments, personal finances, retirement, and tax analysis. Wealth management services are tailored to individual client needs and risk tolerance, managing accounts on a discretionary basis using various investment strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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