Safe Harbor Investment Advisors provides investment management services tailored to individual client needs. They also offer consulting services to businesses and non-profits, assisting with investment policy development and analysis. For retirement plans, Safe Harbor offers various advisory services, including investment selection and monitoring. Safe Harbor does not have physical custody of client assets.
Assets Under Management$18M
Clients16
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Safe Harbor Investment Advisors charges a percentage of your portfolio annually, ranging from 0.25% to 1.00%. The specific percentage is negotiable based on the size and type of your relationship with Safe Harbor and the services you require.
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