Advisor at Safe Harbor Fiduciary, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Safe Harbor Fiduciary, LLC
Location
St. Simons Island, GA
Credentials
Series 63, Series 65
Industry experience
12 years
Howard Marshall is a financial advisor at Safe Harbor Fiduciary, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Safe Harbor Fiduciary since 2023. In addition to his advisory role, he is involved with Simpler Trading LLC as an investment educator and content provider. Safe Harbor Fiduciary offers discretionary portfolio management, financial planning, and consulting primarily for individual clients, trusts, and high-net-worth households. The firm employs a tailored investment approach based on fundamental, technical, and cyclical analysis, utilizing strategies such as option writing and long- and short-term trading.
Based on Safe Harbor Fiduciary, LLC
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.75% annually $2,000,001 - $3,000,000: 1.50% annually $3,000,001+: 1.25% annually
Account minimum: $500,000 Fee-only: Fixed fee financial planning services ranging from $25 to $2,250 depending on the service
St. Simons Island, GA
Georgia · Texas
Safe Harbor Fiduciary, LLC
2023 - Present (3 years)
Simpler Trading Llc
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Saint Simons Island, GA
Saunders Investment Management LLC
Series 63, Series 65
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Series 63, Series 65
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Series 66
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Legacy Financial Advisors
Series 63, Series 65
Saint Simons Island, GA
Legacy Financial Advisors
Series 65
Saint Simons Island, GA
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