Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Crown Haven Wealth Management refers clients to third-party investment advisers (TPIAs) and shares in the fees paid to the TPIAs. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of assets under management per year. Crown Haven does not bill clients directly or deduct advisory fees from client accounts.
Areas of Practice
Advisor Information
Office location
317 State Street, Guthrie Center, IA, 50115
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gordon operates as an independent insurance agent under Crown Haven Wealth Advisors, selling life and annuity products, taking about half of his time. He is also an investment adviser representative for both Aegis Wealth Management, Inc. and Crown Haven Wealth Management LLC, dedicating about 20% of his time to each.