TrueHaven Capital offers asset management services with ongoing supervision of accounts, and financial planning and consulting services covering various financial goals. They also provide retirement plan consulting services to plan sponsors. TrueHaven may recommend third-party money managers or sub-advisors. The firm negotiates exclusive access and/or fee discounts with certain hedge funds for the benefit of their clients. Specific recommendations are tailored to individual client situations.
Assets Under Management$62M
Clients28
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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 are negotiable. Optimal Cash Management accounts have a different fee schedule beginning at 0.25% ($1m minimum). A fee up to 0.5% is charged for all assets invested in private funds recommended.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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