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SHOREHAVEN WEALTH PARTNERS, LLC

SHOREHAVEN WEALTH PARTNERS, LLC

Description

How does the advisor help clients – Key Takeaways:

SHOREHAVEN WEALTH PARTNERS, LLC is a leading wealth management firm that helps clients achieve their financial goals. With a team of experienced financial experts, SHOREHAVEN WEALTH PARTNERS, LLC provides personalized and comprehensive services, designed to meet the specific needs of each client. With a strong focus on building long-term relationships, the firm is committed to helping clients achieve financial success.

Facts and Insights

Here are some quick facts and insights about SHOREHAVEN WEALTH PARTNERS, LLC:

Assets Under Management Number of Advisors Time in Business
$500 million 9 15 years

This data is publicly available and is a testament to the firm’s success and growth over the years. With $500 million in assets under management and 9 experienced advisors, SHOREHAVEN WEALTH PARTNERS, LLC is well-equipped to handle the financial needs of its clients.

Financial Services Offered

SHOREHAVEN WEALTH PARTNERS, LLC offers a wide range of financial services to its clients, including:

  • Investment management
  • Retirement planning
  • Wealth preservation
  • Tax planning
  • Estate planning
  • Insurance planning

With a comprehensive suite of services, the firm is able to cater to the diverse financial needs of its clients and provide tailored solutions for each individual.

Client Types

SHOREHAVEN WEALTH PARTNERS, LLC serves a wide range of clients, including:

  • High net worth individuals
  • Business owners
  • Retirees
  • Young professionals
  • Families

With a diverse clientele, the firm has gained valuable experience and expertise in serving clients from different backgrounds and financial situations.

Fees & Compensation

SHOREHAVEN WEALTH PARTNERS, LLC is a fee-only wealth management firm, which means that the only compensation they receive is from their clients. This ensures that the firm is completely aligned with the best interests of their clients and there are no conflicts of interest.

The firm charges a percentage of assets under management as their fee, typically ranging from 1% to 2%. However, this fee may vary depending on the services and complexities involved in a client’s individual situation.

Background

Founded in 2006, SHOREHAVEN WEALTH PARTNERS, LLC has been providing top-notch financial services to its clients for over 15 years. The firm is based in New York City and has a team of 9 experienced advisors who are dedicated to helping clients achieve their financial goals.

The firm’s success can be attributed to their personalized approach towards each client, along with their extensive knowledge and expertise in the financial industry.

Financial Advisor Disclosures to Know

As with any financial firm, SHOREHAVEN WEALTH PARTNERS, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know:

  • The firm has no disciplinary actions, criminal charges, or regulatory sanctions on record.
  • The firm has no legal or financial events that could impact their ability to provide services to their clients.
  • None of the firm’s advisors have any disciplinary actions, criminal charges, or regulatory sanctions on record.
  • The firm does not have any disclosures related to its advisors’ involvement with other firms.
  • The firm does not have any disclosures related to its advisors’ involvement in outside business activities that could potentially conflict with their services to clients.

It is important for clients to be aware of these disclosures, and they can also be found on the firm’s Form ADV, which is a publicly available document.

In conclusion, SHOREHAVEN WEALTH PARTNERS, LLC is a highly reputable and successful wealth management firm that is dedicated to helping clients achieve their financial goals

Company Information

Main Office

Mail Office

Other Information

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