Haverford Wealth Management offers personalized investment management and financial planning services. Founded by Chris McGoldrick, Haverford Wealth Management works with individuals, families, trusts, foundations, retirement plans, and corporations. The firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, and mutual funds based on each client's unique risk tolerance, time horizon, and goals. Haverford Wealth Management generally manages accounts on a discretionary basis, meaning the firm makes day-to-day investment decisions on the client's behalf without needing prior approval for every trade. Financial planning is also available, covering cash flow, goals, and overall financial health. The firm does not have an account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed 1.5% per annum. Financial planning is included in this fee.