Henry Godfrey
Henry Godfrey is a registered investment advisor at Safe Harbor Retirement Planners, based in Abingdon, MD, with 20 years of industry experience. Henry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 280 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $500K | 0.90% |
| $500K - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. Fees for fee-based annuities will be billed at a flat rate of 0.90% of the value of the contract.
Fee Estimator
Location
Abingdon, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Henry is an insurance agent at Safe Harbor Financial Group, LLC since 2009, selling insurance products. This activity takes about 10-20% of his time and occurs during trading hours.
Employment History
Current Registrations
Safe Harbor Retirement Planners
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.