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
Pensacola, FL 32502
Credentials
Series 63, Series 65
Industry experience
7 years
Karl Hanna is a financial advisor at Safe Harbor Fiduciary, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for several years. In addition to his advisory role, he operates an insurance agency as a sole proprietor. Safe Harbor Fiduciary provides discretionary portfolio management, financial planning, and consulting primarily for individuals, trusts, and high-net-worth households. The firm employs a tailored investment approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis and utilizing strategies including option-writing techniques.
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
700 South Palafox Street, Suite 300
Pensacola, FL 32502
Alabama · Florida
Safe Harbor Fiduciary, LLC
2024 - Present (2 years)
Ameriprise
2020 - 2023 (3 years)
Karl Hanna, Sole Proprietor
2020 - Present (6 years)
Ameriprise
2018 - 2023 (5 years)
Ameriprise
2017 - 2018 (1 year)
Home Depot
2017 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Syntel Inc
2015 - 2016 (1 year)
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.
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