What We Do:
Safe Harbor Advisors is your local point of contact.
We provide onsite comprehensive and ongoing financial education for your employees.
Our advice is held to the highest legal standard possible – the fiduciary standard. By law we must always put your interests first, disclose our compensation and invoice you for our fees. +
+Most brokers and insurance agents are only required to give you “suitable” advice. They get paid commissions (therefor they will be Series 7 licensed) and you will not get a separate invoice for their fees.
*Based on 2014 U.S. mutual fund industry average expense ratio of 1.02% and Vanguard’s average expense ratio of 0.18%. Source: Lipper, a Thomson Reuters Company.