Blue Haven Capital provides investment management and advice to individuals, high net worth individuals, trusts, estates, family foundations, and charitable organizations. Blue Haven Capital seeks to minimize investment risk through diversification and selection of investment vehicles such as mutual funds, exchange traded funds (ETFs), individual stocks or bonds, options on securities, and private credit/private equity Business Development Companies (BDCs). The firm's investment advice focuses on maintaining appropriate target percentages for each client portfolio based on the client’s risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $12.0M | 0.55% |
| $12M+ | 0.37% |
Fees are not negotiable, but Blue Haven Capital reserves the right to provide discounts at its discretion. Family accounts may be grouped together in a household to calculate an aggregate asset figure for purpose of calculating advisory fees.