Havaplan Financial manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. Havaplan primarily uses passive investment management, building portfolios with index mutual funds or exchange-traded funds.
Assets Under Management$99M
Clients73
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$49M
www.havaplanfinancial.com ·www.linkedin.com/in/laurie-dubchansky-cfp®-9430... ·www.linkedin.com/company/havaplan-financial
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Annual fees are negotiable. Households with less than $250,000 may be subject to a minimum balance fee that is higher than the rates in the above fee schedule. Legacy clients and friends and family of Havaplan employees may pay lower fees.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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