Shorehaven Wealth Partners, LLC

ShoreHaven Wealth Partners, LLC, established in June 2020, is a registered investment adviser offering financial planning, consulting, and investment management services. The firm manages over $445 million in discretionary assets as of December 31, 2024. Clients can engage in financial planning services standalone or in conjunction with investment portfolio management. Investment strategies include allocation among ETFs, mutual funds, and independent managers, with consideration for alternative investments and cryptocurrencies. The firm tailors services to individual client needs, continuously monitoring portfolios to align with client objectives. ShoreHaven Wealth Partners provides retirement plan consulting services and may recommend the use of Dynasty Financial Partners, LLC's platform for operational support. Fees are charged based on assets under management, with rates ranging from 0.60% to 1.50%. The firm's fee structure is negotiable, and additional fees may apply for services such as tax transition and overlay services. ShoreHaven Wealth Partners has not had any material changes since March 6, 2024, and does not engage in performance-based fees or voting client securities. The firm does not have custody of client funds but exercises investment discretion on behalf of clients. Clients receive account statements directly from custodians and periodic reports from the firm. ShoreHaven Wealth Partners does not accept the authority to vote client securities and does not disclose financial information as it does not meet the specified criteria.