Strathaven Financial is a fee-only registered investment advisor that provides continuous advice to clients regarding the investment of their funds. Strathaven Financial works with clients to develop a personal investment policy and manages a portfolio based on that policy. Strathaven Financial primarily advises clients on investments in stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Clients grant Strathaven Financial authority to buy and sell securities on a discretionary basis.
Assets Under Management$23M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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