TrueHaven Capital, LLC is a registered investment advisory firm based in Franklin, Tennessee, owned and operated by Micah Wakefield. The firm offers comprehensive asset management, ongoing and project-based financial planning, retirement plan consulting, family office services, and specialized alternative investment advisory services. TrueHaven Capital helps clients navigate complex financial situations by building customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, variable annuities, and alternative investments. The firm emphasizes a personalized approach, tailoring its strategies to align with each client's specific financial goals, risk tolerance, and tax considerations. TrueHaven Capital works with high-net-worth individuals, businesses, pooled investment vehicles, and other advisory firms, assisting clients with everything from everyday budgeting and retirement projections to advanced wealth transfer and tax-advantaged exchange strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees for accounts over $20,000,000 are negotiable. Optimal Cash Management accounts have a separate fee schedule starting at 0.25% with a $1,000,000 minimum.