Fee-Only Fiduciary Financial Adviser
An important safeguard with Safe Harbor Capital Management LLC is the use of a third party institutional custodian.
Client assets are held separately in the name of the client at an unaffiliated third party custodian.
This is critical for customer protection.
It assures an independent accounting of customer funds.
Clients receive independently verified statements on the value and status of their accounts.
An important safeguard with Safe Harbor Capital Management LLC is the use of a third party institutional custodian.
Client assets are held separately in the name of the client at an unaffiliated third party custodian.
This is critical for customer protection.
It assures an independent accounting of customer funds.
Clients receive independently verified statements on the value and status of their accounts.
E*TRADE ADVISER SERVICES
Safe Harbor Wealth uses E*TRADE Advisor Services as its third party custodian.
The custodian is responsible for the independent safekeeping and accounting of customer accounts.
E*TRADE Advisor Services is a special purpose bank, not a broker, and is regulated under stringent FDIC and state banking rules.
E*TRADE Advisor Services does not charge any transaction commissions.
E*TRADE Advisor Services provides independent performance reporting to account owners.
Safe Harbor Wealth believes E*TRADE Advisor Services offers a culture of positive customer experience and technological innovation.
E*TRADE Advisor Services operational support is, in Safe Harbor's opinion, superior to that of brokerage firms.
Safe Harbor Wealth is not affiliated with E*TRADE Advisor Services and receives no material incentive to use them.
Safe Harbor Wealth uses E*TRADE Advisor Services as its third party custodian.
The custodian is responsible for the independent safekeeping and accounting of customer accounts.
E*TRADE Advisor Services is a special purpose bank, not a broker, and is regulated under stringent FDIC and state banking rules.
E*TRADE Advisor Services does not charge any transaction commissions.
E*TRADE Advisor Services provides independent performance reporting to account owners.
Safe Harbor Wealth believes E*TRADE Advisor Services offers a culture of positive customer experience and technological innovation.
E*TRADE Advisor Services operational support is, in Safe Harbor's opinion, superior to that of brokerage firms.
Safe Harbor Wealth is not affiliated with E*TRADE Advisor Services and receives no material incentive to use them.
Call 612.234.7233
FEE-ONLY FIDUCIARY FINANCIAL PLANNER
Safe Harbor Capital Management LLC is a Registered Investment Advisor.
Registered Investment Advisors differ from banks, brokers and insurance companies.
Registered Investment Advisors are fiduciaries by law.
This means they must place the interests of their clients first.
Banks, brokers and insurance company often use commissions, bonuses, contests and sales quotas to motivate their employees.
This can lead to recommendations which are not in best the best interest of the customer.
Fiduciaries are held to higher ethical standards, have greater responsibility and are more limited in compensation.
Safe Harbor is not controlled by any broker, bank or insurance company.
Our only obligation is to our clients.