Red Haven Advisors provides investment advisory, portfolio management, and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes investment strategies, retirement planning, tax optimization, cash flow analysis, and estate planning. Red Haven tailors its services to each client's needs and goals.
Assets Under Management$3.1M
Clients16
Advisors1
Avg. per Client$190K
Avg. per Advisor$3.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Financial planning fees will be offset for related advisory services of assets being managed by the Adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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