Trendhaven Investment Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Trendhaven Investment Management is a strategy-specific money manager that seeks to minimize the risk of large losses and deliver long-term returns. Trendhaven manages accounts resulting from its own direct marketing to individuals as well as those that are directed to it by financial intermediaries. The investment goal is absolute return, seeking positive returns regardless of benchmarks. Trendhaven invests in mutual funds, ETFs, or money market accounts based on technical analysis.

Assets Under Management$2M
Clients3
Advisors1
Avg. per Client$660K
Avg. per Advisor$2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees may be negotiable, reduced, or waived for certain clients.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Trendhaven Investment Management, LLC | TrueAdvisor