Marc Goldstein is a registered investment advisor at Haven Wealth Group, based in Atlanta, GA, with 14 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiated for valid business reasons. HWG also charges a Research, Trading and Service Management Fee of 0.05% on all balances. There is also a 0.20% fee for money market only accounts.
Fee Estimator
Location
8309 Hewlett Rd., Atlanta, GA, 30350
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marc is a limited partner in several real estate and hedge funds, spending minimal time on these investments. He is also a partner in a real estate property and investor in his son's business.
Employment History
Current Registrations
Haven Wealth Group
Previous Registrations
Haven Wealth Group
Black Diamond Investment Partners, LLC
State Registrations1 state
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