Pacific Haven Financial offers asset management, financial planning, and consulting to individuals. For asset management, they create tailored portfolios using stocks, bonds, ETFs, and other investments, reviewed quarterly and rebalanced as needed. They use fundamental analysis to assess securities. For financial planning, they use a Financial Planning Association-style approach to analyze client information and estimate future needs.
Assets Under Management$45M
Clients78
Advisors1
Avg. per Client$580K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be waived at the management's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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