Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable for good business reasons.
Fee Estimator
Haven Wealth Group charges an annual fee based on the value of assets under management. The fee is 2.00% for investments up to $499,999, 1.80% for investments up to $999,999, 1.50% for investments up to $2,000,000, 1.25% for the next $1,000,000, 0.80% for the next $2,000,000, and 0.50% for amounts exceeding $5,000,000. Fees may be negotiable. A reduced fee of 0.3% is assessed on static balances in CDs or Money Market Funds. There is also a Research, Trading and Service Management Fee of 0.10% on all balances. Financial planning fees are billed upon completion and presentation of the financial plan.
Areas of Practice
Advisor Information
Office location
Cypress, TX
Get directionsRegulatory History
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