Safe Harbor Fiduciary, Llc
Pensacola, Florida
5.0
2 Reviews
Safe Harbor Fiduciary, LLC, a small investment advisory firm based out of Pensacola, FL, caters to a diverse clientele with over 270 individual clients and assets under management totaling more than $106,183,000. With three strategically located offices, Safe Harbor Fiduciary is well-positioned to serve its clients' needs effectively. The firm has established a solid reputation in managing employer 401Ks and individual assets, constituting roughly 50% of their portfolio. Their extensive experience in this space allows them to provide exceptional guidance and support to clients seeking to secure their financial future. Safe Har...
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Assets Under Mgmt

$106.18M

Investment Professionals

2

Locations

2

% 401K & Individual

53%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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