Crown Haven Wealth Management
Assets Under Management
N/A
Number of Clients
340
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
Crown Haven Wealth Management refers clients to independent registered investment advisers (TPIAs) for investment management. They evaluate TPIAs based on performance, strategies, fees, and compliance. Crown Haven shares in the fees paid to the TPIAs by clients.
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
Location
11555 N. Meridian St., Suite 560, Carmel, IN, 46032