North Haven Financial (NHF) is a fee-only firm specializing in retirement income planning. NHF offers comprehensive financial planning with or without investment management. NHF works with clients to review their financial goals, net worth, cash flow, insurance, and investments to develop a detailed financial plan. NHF also provides ongoing support to implement and monitor the plan. NHF may utilize outside managers to assist with investment management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
This rate is for Investment Management Services (without Financial Planning). The firm also offers Comprehensive Financial Planning with Investment Management, which includes an engagement fee ranging from $3,000 to $5,000 plus an ongoing annual financial planning fee between $4,000 and $10,000, in addition to an annual investment advisory fee of 0.6% of the asset value. The minimum annual fee for Investment Management Services (without Financial Planning) is $6,000 (after the engagement fee has been paid).
