Haven Wealth Planning provides ongoing portfolio management and personalized financial planning services. For portfolio management, Haven Wealth Planning creates a customized investment plan using passive index funds and exchange-traded funds based on academic research and Modern Portfolio Theory, handling trades without needing prior approval for each transaction. When providing financial planning, Haven Wealth Planning covers topics such as retirement planning, cash flow and debt management, tax planning, education funding, estate planning coordination, and employee benefits. Services can be bundled with investment management or offered as a standalone fixed-fee service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3M+ | 0.45% |
Fees are subject to negotiation. Accounts for immediate family members are aggregated for fee calculation purposes.