Haven Private manages investment portfolios and offers private wealth management services to individuals, families, businesses, and trusts. Haven Private creates diversified portfolios tailored to each client's specific financial goals, risk tolerance, and time horizon. The firm's investment strategies utilize stocks, mutual funds, exchange-traded funds, bonds, real estate funds, and cash equivalents, and may also recommend independent third-party money managers to oversee all or a portion of a client's portfolio. In addition to investment management, Haven Private provides complementary wealth planning services and general consulting on topics such as private placements, real estate opportunities, and retirement plan analysis.
Fee Structure
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 for accounts over $50,000,000. Account values of family members or business associates may be combined to determine applicable breakpoints.