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
11495 N Pennsylvania St., #201, Carmel, IN, 46032
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
Nathan is a licensed life, accident, and health insurance agent since 2019, dedicating approximately 60 hours per month to selling insurance products. Nathan also works as an investment advisor representative (IAR) for Crown Haven Wealth Management, spending nearly full-time on this role.