Nicholas H. Safford & Co., Inc., also known as Safford Investment Counsel, offers investment advice to individuals, trusts, and retirement accounts. Safford Investment Counsel works with clients to determine appropriate investment goals based on their income needs. The firm monitors client accounts and makes recommendations to buy and sell securities based on research. Clients can specify restrictions on recommendations. The firm prefers non-discretionary relationships.
Assets Under Management$1.9B
Clients157
Advisors4
Avg. per Client$12M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
In certain special circumstances, the fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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