ShoreHaven Wealth Partners provides financial planning, consulting, and investment management services. They manage client portfolios using ETFs, mutual funds, and independent investment managers. They also offer retirement plan consulting services to businesses. ShoreHaven Wealth Partners' approach involves understanding client goals, analyzing their financial situation, developing recommendations, and monitoring their financial plan.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $6.0M | 1.00% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.60% |
The Firm's management fee is negotiable, depending on individual client circumstances. Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), ShoreHaven Wealth Partners can negotiate a fee rate that differs from the range set forth above.