Haven Wealth Group
Assets Under Management
$397.8M
Number of Clients
316
Number of Advisors
7
Average Client AUM
$1.3M
AUM per Advisor
$56.8M
Compensation
Fee-Only (AUM)
About This Firm
Haven Wealth Group manages assets for individuals, pensions, foundations, and endowments, primarily investing in stocks and bonds. They tailor advisory services to client needs and offer comprehensive financial planning. They also advise 401(k) plans, selecting mutual fund and ETF investment choices.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 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 firm also charges a Research, Trading and Service Management Fee of 0.10% on all balances. Fees may be negotiable for good business reasons. For clients who request to hold static balances in CD’s or Money Market Funds, Haven assesses a reduced fee of 0.3% on those assets. Financial planning fees are billed upon completion and presentation of the Financial Plan.
Areas of Practice
Location
1111 North Loop West, Ste 1110, Houston, TX, 77008-1773