Fairhaven Wealth Management

Wealth Management Firm in DuPage County, IL

Firm Info
Address: 104 E Roosevelt Rd Suite 100, Wheaton, IL 60187, USA
Phone: (630) 990-9000

Firm Size
Assets Under Management: $719 million
# of Advisors: 9
# of Clients: 1,324
Client to Advisor Ratio: 147:1
Average Account Size: $543,031
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Commissions

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Fairhaven Wealth Management, LLC Overview

FAIRHAVEN WEALTH MANAGEMENT, LLC is a registered investment advisory (RIA) firm that offers fee-based services to clients. The headquarters of the firm are located in Wheaton, IL. Founded in 2014, the firm has been in business for several years and has gained recognition for providing exceptional investment advice to individuals and small businesses. The firm operates as an insurance broker/agent while offering investment advice to its clients. The services offered by FAIRHAVEN WEALTH MANAGEMENT, LLC include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm provides personalized financial planning to clients, giving them an insight into how they can maximize their financial returns based on their preferences and risk tolerance levels. Additionally, the firm specializes in managing clients' portfolios, providing investment opportunities that are tailored to meet each individual's unique investment objectives. FAIRHAVEN WEALTH MANAGEMENT, LLC also offers pension consulting services to its clients. It has the expertise to provide professional guidance on the various options available to clients in terms of pension plans. Moreover, the firm also provides consultancy services where clients get to choose from a pool of other advisors, all skilled in financial planning and investment advice. Additionally, the firm is also involved in the publication of periodicals and newsletters that provide readers with valuable information on the financial markets. FAIRHAVEN WEALTH MANAGEMENT, LLC is committed to providing its clients with the best advice and resources to help them make informed investment decisions and achieve their financial goals.

FAIRHAVEN WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other unlisted corporation types. The firm's ability to tailor its services to meet the needs of a broad spectrum of clients is reflective of its commitment to providing personalized and comprehensive wealth management solutions. When it comes to fee structures, FAIRHAVEN WEALTH MANAGEMENT, LLC offers a variety of options to suit the unique requirements of each client. Depending on the service provided, clients can opt for a percentage of assets under management (AUM), fixed fees, or commissions. The flexibility in payment structure offered by the firm allows clients to choose what works best for them while ensuring that they receive the highest quality financial advice and investment management expertise.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Fairhaven Wealth Management, LLC, there is no minimum fee mentioned for investment. Therefore, it can be inferred that they do not have any investment minimum requirements.

How This Office Can Help DuPage County, IL Residents

As a financial advisor at Edward Jones, Roger E Stoneberg works closely with his clients in Batavia, IL to understand their unique circumstances and financial goals. He offers a range of services, including retirement planning, investment management, and estate planning. Individuals living in Batavia, IL may face a variety of financial challenges, such as paying for their children's college education, saving for retirement, and navigating complex tax laws. Roger E Stoneberg helps clients address these challenges by providing personalized financial advice and creating customized investment strategies that align with their long-term goals. Through a collaborative and proactive approach, he helps his clients in Batavia, IL achieve financial success and peace of mind.

To view the Minimum Investment and Fee Schedule for Fairhaven Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Fairhaven Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fairhaven Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Commissions
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 104 E Roosevelt Rd Suite 100, Wheaton, IL 60187, USA
Phone (630) 990-9000
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Fairhaven Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Illinois
  • Michigan
  • Ohio
  • Texas
  • Wisconsin

Disciplinary History

Fairhaven Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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