Haven Private provides private wealth management solutions to help clients maximize wealth, manage risk, and maintain investment expectations. They offer portfolio management, portfolio monitoring through independent managers, and general consulting services. Haven Private works with individuals, families, businesses, and other entities, focusing on understanding their values, concerns, and objectives to develop customized financial strategies.
Assets Under Management$350M
Clients165
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.45% |
Fees are negotiable within each tier and for amounts over $50,000,000. Account values of family members or business associates may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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