Havenshare Financial offers investment advice to high net worth individuals and families, including family offices. Services include portfolio design and management, asset allocation, investment selection, and risk management. Havenshare Financial may also oversee other professionals, institute asset protection, and manage household employees, acting as an outsourced family office.
Assets Under Management$670M
Clients7
Advisors2
Avg. per Client$95M
Avg. per Advisor$330M
Fee Structure
Investment management only (planning not offered)
Havenshare Financial does not have a set fee schedule. Instead, fees are determined based on the unique needs of each client and the services they require. Havenshare Financial generally charges a monthly retainer, which is negotiable and can range from $2,500 to $25,000 depending on the complexity of the engagement and the time required.
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