Safe Harbor Financial Planning & Investment Advisory, LLC
Safe Harbor Financial Planning & Investment Advisory, LLC (CRD# 151810) is a financial advisory firm headquartered in Statesboro, GA. They manage $37,921,723 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Safe Harbor Financial Planning & Investment Advisory, LLC
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$254,508
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Safe Harbor Financial Planning & Investment Advisory, LLC
1
James Kennedy (CRD# 5725486) is an Investment Advisor Representative working at Safe Harbor Financial Planning & Investment Advisory, LLC in Statesboro, GA and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.