Haverford Financial Services manages investment portfolios for individuals and institutions. Their investment approach emphasizes high-quality, dividend-paying stocks and actively managed fixed income. They offer separately managed accounts and participate in wrap fee programs. Haverford Financial's investment decisions are guided by their Investment Selection Committee, which also influences investment decisions at affiliated companies.
Assets Under Management$340M
Clients20
Advisors18
Avg. per Client$17M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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