Advisor at Safford Nicholas H & Co Inc
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Firm
Safford Nicholas H & Co Inc
Location
Rockport, MA 01966
Credentials
Series 63
Industry experience
31 years
John Safford is a financial advisor at Nicholas H. Safford & Co., Inc. in Rockport, MA, holding a Series 63 designation with 31 years of industry experience. He has been with Nicholas H. Safford & Co., Inc. since 1993. Nicholas H. Safford & Co., Inc. provides investment counsel and portfolio management to individuals, trusts, IRAs, and various institutional clients, including charitable institutions and endowments. The firm employs a research-driven investment approach focused on fundamentally sound companies with earnings and dividend growth, supplemented by select non-U.S. equities and high-quality fixed income, operating primarily on a non-discretionary basis.
Based on Safford Nicholas H & Co Inc
$0 - $2,000,000: 0.60% annually (equivalent to $6 per thousand) $2,000,001 - $4,000,000: 0.50% annually (equivalent to $5 per thousand) $4,000,001+: 0.40% annually (equivalent to $4 per thousand)
Account minimum: $5,000,000
9 Cleaves Street
Rockport, MA 01966
Massachusetts
Nicholas H. Safford & Co., Inc.
1993 - Present (33 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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