Safe Harbor Retirement Planners provides investment management services where they manage client portfolios based on their goals and risk tolerance. They also offer financial planning and consulting services for an hourly fee. Additionally, Safe Harbor provides services to qualified and non-qualified retirement plans, acting as either a 3(21) or 3(38) advisor. They also offer fee-based insurance consulting through a relationship with DPL Financial Partners, LLC.
Assets Under Management$93M
Clients280
Advisors3
Avg. per Client$330K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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