{"id":6678,"date":"2019-04-25T11:41:04","date_gmt":"2019-04-25T15:41:04","guid":{"rendered":"https:\/\/bluehavencapital.com\/?page_id=6678"},"modified":"2019-04-30T13:45:41","modified_gmt":"2019-04-30T17:45:41","slug":"faq","status":"publish","type":"page","link":"https:\/\/bluehavencapital.com\/faq\/","title":{"rendered":"FAQ"},"content":{"rendered":"[vc_row type=”full_width_content” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” bg_color=”#f7f7f7″ scene_position=”center” text_color=”dark” text_align=”center” overlay_strength=”0.3″ shape_divider_position=”bottom” shape_type=””][vc_column column_padding=”padding-8-percent” column_padding_position=”all” background_color=”#0a0a0a” background_color_opacity=”0.8″ background_hover_color_opacity=”1″ background_image=”https:\/\/source.unsplash.com\/featured\/1000×1000\/daily\/?epic” font_color=”#ffffff” column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Got a question?
\nNo problem.” font_container=”tag:h2|text_align:center|color:%23ffffff” use_theme_fonts=”yes”][vc_column_text css=”.vc_custom_1556618696381{margin-top: 20px !important;margin-bottom: 60px !important;}” max_width=”475″]Browse our frequently asked questions below. If you have a question that\u2019s not listed, contact us and we\u2019ll be happy to answer you. [\/vc_column_text][nectar_cta btn_style=”see-through” heading_tag=”h5″ text_color=”#ffffff” link_type=”regular” alignment=”center” link_text=”Contact Us” url=”https:\/\/bluehavencapital.com\/contact\/”][\/vc_column][\/vc_row][vc_row type=”full_width_content” full_screen_row_position=”middle” equal_height=”yes” content_placement=”middle” bg_color=”#3d3d3d” scene_position=”center” text_color=”light” text_align=”left” overlay_strength=”0.3″ shape_divider_position=”bottom” shape_type=””][vc_column column_padding=”padding-8-percent” column_padding_position=”all” background_color=”#3d3d3d” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]\n

About our business<\/h2>\n[\/vc_column_text]

<\/i>How long have you been in business?<\/a><\/h3>
[vc_column_text]Blue Haven Capital was founded in 2006 and our team has over 40 years of financial market experience. Learn more about the BHC story here<\/a>.[\/vc_column_text]<\/div><\/div>

<\/i>What services do you offer?<\/a><\/h3>
[vc_column_text]We manage money for people who don\u2019t want to do it themselves. Our primary services are investment management and retirement planning. Learn more about what we offer here<\/a>.[\/vc_column_text]<\/div><\/div>

<\/i>Are services provided a la carte?<\/a><\/h3>
[vc_column_text]\nWe don\u2019t charge for a la carte services. If a client engages us as their investment manager then they have access to our full suite of financial services.<\/p>\n[\/vc_column_text]<\/div><\/div>

<\/i>What type of clients do you have?<\/a><\/h3>
[vc_column_text]\nWe work with a very wide range of clients, including but not limited to: retirees, soon to be retired, families, young professionals, non-profits, corporations, widows, divorcees, veterans, government employees, and more.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Do you have an investment minimum?<\/a><\/h3>
[vc_column_text]\nNo. The size of someone\u2019s account is not a screening tool. We do business anytime there is a good fit, and a desire to work together on both sides.
\n[\/vc_column_text]<\/div><\/div>

<\/i>How is Blue Haven Capital compensated?<\/a><\/h3>
[vc_column_text]We charge a small management fee based on the percentage of assets under management. This is the only fee we charge. Understand our compensation better here.<\/a>[\/vc_column_text]<\/div><\/div>

<\/i>What types of accounts do you manage?<\/a><\/h3>
[vc_column_text]\nWe manage all individual and joint accounts, IRAs, small business retirement accounts, 501c3 accounts, trusts, and more.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Can fees be negotiated?<\/a><\/h3>
[vc_column_text]\nYes, please contact us to discuss further.
\n[\/vc_column_text]<\/div><\/div>

<\/i>What if I already have a financial advisor?<\/a><\/h3>
[vc_column_text]\nWe\u2019re not in the business of telling potential clients to stop working with someone. We encourage you to be mindful of your current advisor\u2019s fees, strategy, and offerings. Make sure they are competitive with the rest of the industry. Many people in today\u2019s day and age rely on more than one person when it comes to their financial dealings.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Can you give me real estate advice or investment opportunities?<\/a><\/h3>
[vc_column_text]\nYes, we are very in tune with real estate trends both locally and nationally. We also have a number of different ways to gain investment exposure to real estate. If you\u2019re in the market for a new home, we know some of the best brokers available.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Can you help me with my taxes?<\/a><\/h3>
[vc_column_text]\nWe can provide general tax advice and analysis. However, we are not registered accountants and cannot prepare tax returns, but we have a number of referrals for people we work with.
\n[\/vc_column_text]<\/div><\/div>

<\/i>What are your business hours?<\/a><\/h3>
[vc_column_text]\nOur business hours are when you need us. We don\u2019t adhere to the corporate lifestyle of 9-5. We\u2019re available for clients at 7 in the morning or 7 in the evening.
\n[\/vc_column_text]<\/div><\/div>

<\/i>What is a fiduciary?<\/a><\/h3>
[vc_column_text]\nA Fiduciary is someone given the power to act on behalf of someone else, so long as they put that person\u2019s best interests first. Understand fiduciary better with this article.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Do you charge for meetings?<\/a><\/h3>
[vc_column_text]\nNo, we never charge anything for meetings.
\n[\/vc_column_text]<\/div><\/div><\/div>[\/vc_column][vc_column column_padding=”padding-8-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_link_target=”_self” column_shadow=”none” column_border_radius=”none” width=”1\/2″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]\n

Working with us<\/h2>\n[\/vc_column_text]

<\/i>Where do you custody client assets?<\/a><\/h3>
[vc_column_text]All clients assets are custodied at Charles Schwab & Co (Schwab). We then manage these client assets through the Schwab portal. Learn more about how we use Schwab here<\/a>.[\/vc_column_text]<\/div><\/div>

<\/i>How are you able to invest for me?<\/a><\/h3>
[vc_column_text]\nWe\u2019ll help you open the account at Schwab and grant us permission to invest your assets for you.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Can I track what you\u2019re doing?<\/a><\/h3>
[vc_column_text]Yes. You will have your own login to Schwab just like you do with your bank account. You can track all of your investments and account performance.[\/vc_column_text]<\/div><\/div>

<\/i>Can you manage my money for me if it\u2019s not at Schwab?<\/a><\/h3>
[vc_column_text]\nUnfortunately, no. The only way we can manage your investments is if they are held at Schwab. This is for regulatory reasons. We have to pick one custodian to custody assets at, and we chose Schwab.
\n[\/vc_column_text]<\/div><\/div>

<\/i>If I move money to you guys, what happens to my other accounts?<\/a><\/h3>
[vc_column_text]\nThat\u2019s up to you. Some people choose to move all accounts over to us and close their other brokerage accounts. Or you could start with a smaller amount to get comfortable with our approach and make sure it\u2019s a good long-term fit first.
\n[\/vc_column_text]<\/div><\/div>

<\/i>What if I no longer want you to manage my investments?<\/a><\/h3>
[vc_column_text]\nYou can remove our permissions on your account at any time, at no cost. The account would stay open at Schwab until you closed it, but we wouldn\u2019t have any access to it.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Why does Schwab have my money, and not you?<\/a><\/h3>
[vc_column_text]\nFor security reasons, it’s safer to keep your money with Schwab in your own name than it is to keep it directly with us. Remember, we don\u2019t have your money when it\u2019s at Schwab, we simply have permissions to be able to manage it appropriately.
\n[\/vc_column_text]<\/div><\/div>

<\/i>How long does it take to set up an account if I invest with you?<\/a><\/h3>
[vc_column_text]\nThe process usually takes 3-7 days business days but can take longer or shorter depending on each individual situation.
\n[\/vc_column_text]<\/div><\/div>

<\/i>What if I just need advice, not investment management?<\/a><\/h3>
[vc_column_text]You should let us know what you need, and we\u2019ll see if we can help. You can fill out a contact form here<\/a> .[\/vc_column_text]<\/div><\/div>

<\/i>I\u2019m not used to handling family finances, can you help me?<\/a><\/h3>
[vc_column_text]\nYes, absolutely. Anytime someone who\u2019s not used to handling the family finances is forced to start doing so, it\u2019s a big change. We have a lot of experience helping in these situations.
\n[\/vc_column_text]<\/div><\/div>

<\/i>How often do you meet with clients?<\/a><\/h3>
[vc_column_text]\nThis can vary depending on the needs of each individual client. Some clients prefer to meet monthly or quarterly, whereas others only want to meet once per year. In today\u2019s day and age, more and more clients are choosing to communicate via email or phone.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Do you have any referrals?<\/a><\/h3>
[vc_column_text]Yes, referrals are available upon request. You can also read reviews from current clients here .[\/vc_column_text]<\/div><\/div>

<\/i>Do you have an investment minimum?<\/a><\/h3>
[vc_column_text]\nNo. The size of someone\u2019s account is not a screening tool. We do business anytime there is a good fit, and a desire to work together on both sides.
\n[\/vc_column_text]<\/div><\/div>

<\/i>Where can I learn more about your strategy?<\/a><\/h3>
[vc_column_text]You can learn more about our strategy here<\/a> .[\/vc_column_text]<\/div><\/div><\/div>[\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"

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