Safe Harbor Family Capital provides investment management services to high-net-worth individuals and a family foundation. Safe Harbor creates customized investment strategies to meet each client's needs and goals. Safe Harbor may use mutual funds, ETFs, and other securities. For some clients, Safe Harbor provides additional financial consulting and advice in conjunction with investment management.
Assets Under Management$550M
Clients12
Advisors1
Avg. per Client$45M
Avg. per Advisor$550M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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