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The fee is billed in arrears and is negotiable.","source":"BROCHURE FOR SHOREHAVEN WEALTH PARTNERS, LLC, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does ShoreHaven Wealth Partners use?","answer":"ShoreHaven Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $535M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does ShoreHaven Wealth Partners have?","answer":"ShoreHaven Wealth Partners has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does ShoreHaven Wealth Partners invest in?","answer":"At the end of its last fiscal year, ShoreHaven Wealth Partners’ separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 28% state and local bonds, 8% exchange-traded equities, 3% cash and equivalents, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns ShoreHaven Wealth Partners?","answer":"ShoreHaven Wealth Partners’ direct owners are Lawrence Durso (5% to 10%), Michael Lombardi (25% to 50%) and Michael Durso (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does ShoreHaven Wealth Partners get paid?","answer":"ShoreHaven Wealth Partners is paid through a percentage of assets under management. 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