Frequently Asked Questions

Do You Work For Vanguard?

No. Safe Harbor Investment Advisors does not work for and is not affiliated with Vanguard. We are independent advisors that work for only our clients.

Do You Work With Start Up Plans?

Not at this time. Account minimums are currently at $1 million dollars in total plan assets.

How Are You Paid?

Our fees are billed quarterly, in arrears, based upon the market value of The Plan as of the last business day of the quarter. Clients may elect to be billed directly for our fees and pay that fee without using the Plan’s assets or they may choose to instruct a directed trustee or independent custodian to calculate that fee based on our written agreement, and to pay us out of The Plan assets.