Kevin Bish is a registered investment advisor at Safe Harbor Wealth Management, LLC, based in Beavercreek, OH. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Safe Harbor Wealth Management works with Gradient Investments, LLC to manage client portfolios. The annual fee is a percentage of the assets managed and is negotiable. Safe Harbor receives a portion of the fee. Here are the annual fees for different portfolio types:
- Strategic Portfolios: 1.80% total (0.80% to Gradient Investments, 1.00% to Safe Harbor)
- Tactical Portfolios: 1.70% total (0.70% to Gradient Investments, 1.00% to Safe Harbor). There are also internal fees of 0.20% from the ETF.
- Allocation & Defined Outcome Portfolios: 1.60% total (0.60% to Gradient Investments, 1.00% to Safe Harbor)
- Preservation Portfolios: 1.00% total (0.40% to Gradient Investments, 0.60% to Safe Harbor)
- Private Wealth Portfolios: 1.50% total (0.50% to Gradient Investments, 1.00% to Safe Harbor)
Gradient Investments also charges a $15 quarterly technology fee. These fees are negotiable.
Location
4031 Colonel Glenn Hwy, Suite 122, Beavercreek, OH, 45431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Safe Harbor Wealth Management, LLC
State Registrations1 state
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