Safe Harbor Asset Management manages investment portfolios and provides financial planning and consulting for individuals, families, businesses, and retirement plans. Safe Harbor Asset Management collaborates with an institutional partner, Redwood Investment Management, to focus on risk management and capital preservation through structured risk budgets and diversified portfolios. Services include portfolio management, retirement planning, estate planning, tax planning, and retirement plan consulting for employer-sponsored plans.
Assets Under Management$27M
Clients28
Advisors3
Avg. per Client$960K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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