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
1111 North Loop West, Ste 1110, Houston, TX, 77008-1773
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 →