Safe Harbor Financial Planning & Investment Advisory, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
Safe Harbor Financial Planning & Investment Advisory provides financial planning and portfolio management services. Financial planning includes analyzing your financial situation and creating a plan to achieve your goals. Portfolio management involves tailoring investment advice to your needs and objectives. Safe Harbor offers both discretionary and non-discretionary portfolio management. Pension consulting services are also available for employee benefit plans.
Assets Under Management$62M
Clients79
Advisors1
Avg. per Client$780K
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of your financial circumstances. Minimum annual fee of $1,250 may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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