Safe Harbor Fiduciary provides investment management services where they make investment decisions for you. They also offer financial planning and consulting on a fixed-fee basis, covering topics like wills, estate plans, investments, taxes, and insurance. They also manage fixed indexed annuities. Investment strategies are tailored to each client's goals, and clients can restrict investments in certain securities.
Assets Under Management$130M
Clients318
Advisors3
Avg. per Client$420K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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