Belle Haven Investments manages fixed income portfolios for individuals, high net worth individuals, pension plans, registered investment companies, and other organizations. Belle Haven specializes in U.S. municipal, corporate, government, and treasury securities. Belle Haven also acts as a subadvisor to other investment advisory firms and wrap fee programs. Belle Haven's investment approach emphasizes precision, strategic insight, and long-term performance.
Assets Under Management$20B
Clients24,433
Advisors22
Avg. per Client$830K
Avg. per Advisor$930M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Belle Haven charges a percentage of the assets they manage. The specific fee depends on the investment strategy chosen. Clients within the same strategy may have different fee arrangements. Here are the maximum fees for each strategy:
- 3-17 Year Ladder: 0.50%
- Cash Management: 0.50%
- Ladder PLUS: 0.50%
- Muni PLUS: 1.00%
- Taxable Ladder PLUS: 0.50%
- Taxable PLUS: 1.00%
Loading...
Location
22 Advisors at this firm
Page 1 of 2