How does the advisor help clients – Key Takeaways:
GOODHAVEN CAPITAL MANAGEMENT is a leading financial advisory firm with a team of expert professionals who offer a wide range of financial services to their clients. The firm is known for its customer-centric approach and has helped numerous clients achieve their financial goals through personalized strategies and solutions.
- One of the key takeaways of GOODHAVEN CAPITAL MANAGEMENT is their commitment to understanding their clients’ unique needs and goals. This allows them to create customized financial plans that align with their clients’ objectives and risk profile.
- The firm also provides ongoing support and guidance to their clients, ensuring their financial plans are regularly reviewed and adjusted as needed to adapt to changing market conditions and personal circumstances.
- Another standout feature of GOODHAVEN CAPITAL MANAGEMENT is their strong emphasis on education. They strive to educate their clients on important financial concepts and strategies so that they can make informed decisions and have a better understanding of their own financial situation.
Facts and Insights
GOODHAVEN CAPITAL MANAGEMENT was founded in 2005 by financial experts with over 20 years of experience in the industry. The firm is based in New York City and serves a diverse range of clients across the United States.
According to the firm’s Form ADV filed with the Securities and Exchange Commission (SEC), as of December 2020, GOODHAVEN CAPITAL MANAGEMENT has $850 million in assets under management. The firm has a team of 6 advisors who are all highly qualified and experienced in various areas of finance, investing, and wealth management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $850 million | 6 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management
Client Types
GOODHAVEN CAPITAL MANAGEMENT serves a diverse group of clients, including individuals, families, small business owners, and institutions such as non-profit organizations and trusts.
Fees & Compensation
GOODHAVEN CAPITAL MANAGEMENT follows a fee-only structure, which means that they do not receive any commissions or third-party payments for their services. This ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management and are calculated on a quarterly basis.
Background
The team at GOODHAVEN CAPITAL MANAGEMENT has an impressive background in finance, investing, and wealth management. They hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Life Underwriter (CLU), and Certified Public Accountant (CPA). The firm also has a strong commitment to ongoing education and training to stay up to date with the latest industry developments and strategies.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary history. GOODHAVEN CAPITAL MANAGEMENT has a clean record with no disciplinary actions or legal incidents reported. The firm strives for full transparency and always prioritizes the best interests of their clients.