Fairhaven Wealth Management LLC

104 E. Roosevelt Road, Suite 100, Wheaton, IL(630) 333-9207(630) 333-9207Website

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What should I know about this firm?

Fairhaven Wealth Management LLC is a national financial advisory firm headquartered in Wheaton, IL. The firm has $699.8 million under management and employs 10.The firm caters to 1,596 clients of varying types, but focuses mostly on individuals.

Fees & Compensation

Compensation types are listed for Fairhaven Wealth Management LLC.  Contact the advisor for individual fee structure details.

  • Fee-only (I do not receive commission from services rendered)

  • Fee-based (I receive commission from investment or insurance products, and I also charge a fee)

  • Commission-based (I only receive commission from services rendered)

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Client Types

Available client info by % of assets under management are as follows:
Client types are by firm and represent a percentage of assets under management. Client type information from Form ADV.

16.7%Individuals
50.0%High Net Worth Individuals
16.7%Charitable Organizations
16.7%Corporations or Other Businesses

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Office Location & Contact

Address

104 E. Roosevelt Road, Suite 100, Wheaton, IL 60187

Website

Website

Phone Number

(630) 333-9207

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