Jason Haviland is a CFA-designated registered investment advisor at Cottage Street Advisors, based in Nashua, NH, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 135 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cottage Street Advisors' fees for investment management and financial planning typically range from 0.75% to 1.00% per year, deducted from your account semi-annually, quarterly, or monthly. The fee is based on the average value of your account. Financial planning is included in the investment management fee, but is also available separately for a fixed price (typically $2,500 - $10,000).
Location
Nashua, NH
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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
Jason works as a consultant for Asset Sprout, a software company, providing strategic input and usability feedback. This activity takes minimal time.
Employment History
Current Registrations
Cottage Street Advisors
Previous Registrations
J Bradford Investment Management
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.