Haven Financial Partners, located in Virginia, offers financial planning services tailored to clients' goals. Haven Financial Partners helps clients clarify their objectives and then guides them in selecting a model portfolio managed by Greystone Financial Group, an unaffiliated third-party investment advisor. Haven Financial Partners also offers ongoing and project-based financial planning, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
The above fee schedule does not include the Outside Manager’s separate annual advisory fee of 0.30%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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