{
  "slug": "blue-haven-capital",
  "name": "Blue Haven Capital",
  "description": "Blue Haven Capital offers comprehensive financial planning services, going beyond traditional portfolio management to include tax planning, workplace benefits optimization, estate planning decisions, and negotiation services for significant purchases. They provide unbiased, commission-free advice to individuals and small foundations.",
  "url": "https://optimly.ai/brand/blue-haven-capital",
  "websiteUrl": "https://bluehavencapital.com/",
  "logoUrl": "https://logo.clearbit.com/bluehavencapital.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-05T12:28:53.567Z",
  "verifiedVitals": {
    "website": "https://bluehavencapital.com",
    "category": "Financial Advisory",
    "what_it_does": "Blue Haven Capital provides comprehensive financial planning and portfolio management services. These services extend beyond traditional portfolio management to include tax planning, workplace benefits analysis, estate planning, and negotiation services for significant purchases like cars and homes. They also offer retirement planning, small business solutions, college savings, IRA/401K rollovers, and budgeting assistance.",
    "primary_audience": "The firm serves individuals, small foundations, families, professionals, small businesses, family offices, and expat Americans living in Eastern and Western Europe. They work with clients at all stages of their lives, from those just starting to invest to retirees.",
    "core_product": "The core product is comprehensive financial planning and portfolio management, encompassing investment management, tax strategy, benefits optimization, and estate decisions.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Blue Haven Capital operates on a fee-only fiduciary model, charging a single fee based on a percentage of assets under management. They do not earn commissions or sell products. The fee is tiered, for example, 1.25% annually for a $150,000 account, 0.90% for a $600,000 account, and 0.80% for a $3,000,000 account. This fee covers all advisory services, including financial planning, and is billed quarterly in arrears."
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789836675432
}