Haven Wealth Planning offers investment management and financial planning services. Investment management is discretionary, meaning Haven Wealth Planning can make trades without asking you first. They create an investment policy statement based on your goals and risk tolerance, and invest in diversified, risk-based portfolios of mutual funds and exchange-traded funds. Financial planning covers topics like retirement, education funding, estate planning, and tax planning. Haven Wealth Planning may also recommend other investment advisors to manage part of your portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$780K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.95% |
| $3M+ | 0.45% |
Fees are negotiable. Minimum annual fee of $4,800.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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