BrightHaven Financial Advisors offers investment advice to individuals, high net worth individuals, families, profit-sharing plans, trusts, estates, and small businesses. Services include portfolio management, where advisors manage investments based on client objectives, and financial planning, which provides clients with a detailed plan to achieve their financial goals. BrightHaven also offers investment data storage and reporting services.
Assets Under Management$45M
Clients91
Advisors4
Avg. per Client$490K
Avg. per Advisor$11M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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