Safe Harbor Asset Management offers asset management and investment consulting services to help clients meet their financial goals. The firm works with clients to understand their objectives and risk tolerance. Services include portfolio management, financial planning, and retirement plan consulting. For portfolio management, Safe Harbor uses an Engineered Risk Budget (ERB) approach, focusing on capital preservation. Financial planning covers various areas like retirement, estate, tax, and education planning. The firm also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$34M
Clients30
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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