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About THREE HAVEN ADVISORS, LLC
THREE HAVEN ADVISORS, LLC is a leading financial advisory firm that provides expert financial guidance and services to its clients. With a team of experienced and knowledgeable financial advisors, THREE HAVEN ADVISORS, LLC helps its clients to make sound financial decisions and achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and services
- A team of experienced and knowledgeable financial advisors
- Assistance in making sound financial decisions and achieving financial goals
Facts and Insights
Founded in 2005, THREE HAVEN ADVISORS, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York, with additional offices in major cities across the United States. THREE HAVEN ADVISORS, LLC prides itself on its client-centric approach, putting the needs and goals of its clients first in every decision.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 25 |
| 2010 | $2.5 billion | 40 |
| 2015 | $3.5 billion | 60 |
Financial Services Offered
THREE HAVEN ADVISORS, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, and risk assessment. The firm also provides specialized services such as business succession planning and philanthropic planning.
Client Types
- High net worth individuals
- Business owners
- Professionals
- Families
- Retirees
Fees & Compensation
THREE HAVEN ADVISORS, LLC charges its clients a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only makes money when its clients’ investments perform well. THREE HAVEN ADVISORS, LLC does not receive any commissions or third-party payments, ensuring that the advice provided is always in the client’s best interests.
Background
THREE HAVEN ADVISORS, LLC was founded by a team of experienced and reputable financial professionals who shared a common goal of providing expert financial guidance and services to clients. The firm has grown significantly over the years and has established a strong reputation in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, THREE HAVEN ADVISORS, LLC adheres to strict regulations and has a fiduciary duty to act in the best interests of its clients at all times. The firm also discloses any potential conflicts of interest to its clients to ensure transparency and trust in the advisor-client relationship.