Haven Wealth Group Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $515 million
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV BROCHURE (2026-02-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	2.00%
$500,001	$1,000,000	1.80%
$1,000,001	$2,000,000	1.50%
$2,000,001	$3,000,000	1.25%
$3,000,001	$5,000,000	0.80%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$19,000	1.90%
$5 million	$62,500	1.25%
$10 million	$87,500	0.88%
$50 million	$287,500	0.58%
$100 million	$537,500	0.54%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 80.10%
Number of High-Net-Worth Clients: 139
Total Client Accounts: 819
Discretionary Accounts: 807
Non-Discretionary Accounts: 12

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting

Regulatory Filings

SEC CRD Number: 148099

ADV BROCHURE (2026-02-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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