Crown Haven Wealth Management refers clients to third-party investment advisors (TPIAs) to manage their investments. Crown Haven shares in the fees paid to the TPIAs. Crown Haven does not directly manage client assets or recommend specific securities. They may also sell insurance products for commissions.
Assets Under ManagementN/A
Clients340
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Crown Haven Wealth Management does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. Crown Haven shares in the fees you pay to the TPIA. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of the value of your portfolio per year.
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