Safe Harbor Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Safe Harbor Financial Advisors provides individualized portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm reports managing roughly $62 million for about 79 clients and typically charges fees based on assets under management.
The firm offers both discretionary and non‑discretionary portfolio management and begins client relationships with a complimentary consultation, followed by ongoing supervision and at least quarterly reviews for discretionary accounts. Investment work incorporates fundamental analysis, a mix of short‑ and long‑term trades, and modern portfolio theory with periodic rebalancing and client‑imposed restrictions taken into account.
Distinctive features include an affiliation with J.B. Kennedy & Associates, LLC, an accounting firm to which clients may be directed for accounting services—a relationship the brochure discloses as a potential conflict of interest. The firm also provides pension consulting and serves pension and profit‑sharing plans (ERISA‑covered), an offering and client type that is less common among independent advisers of similar size.
Client services
Expertise
Fee options
Fixed fee for financial planning services ranging from $650 to $5,000 depending on scope and complexity
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
$140 per hour for consulting services
Minimum fee: Minimum $1,250 annual fee for portfolio management services, waivable or lowerable at firm's discretion Fee-only: Negotiable fixed fee ranging from $650 to $5,000 for financial planning services; negotiable hourly rate of $140 for consulting services
Main office
23 Siebald Street
Statesboro GA 30458
Advisors at this office
1
Most active in
Georgia
Also doing business as
Safe Harbor Financial Advisors, LLC · Safe Harbor Financial Planning & Investment Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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