Advisor at Safe Harbor Investment Advisors, LLC
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Firm
Safe Harbor Investment Advisors, LLC
Location
Ijamsville, MD
Credentials
Series 66
Industry experience
26 years
Kurt Houghton is a financial advisor at Safe Harbor Investment Advisors, LLC with 26 years of industry experience. He holds the Series 66 designation and has been with Safe Harbor since 2007. Safe Harbor Investment Advisors provides discretionary portfolio management for individual investors and advisory services to retirement plan sponsors, businesses, and nonprofit organizations. The firm employs fundamental equity analysis and diversified holdings to implement tailored investment strategies and offers both discretionary and non-discretionary services for ERISA retirement plans.
Based on Safe Harbor Investment Advisors, LLC
Based on Safe Harbor Investment Advisors, LLC
$500 to $5,000 (negotiable) for consulting services to businesses and non-profits; $10,000 to $50,000 annually for retirement plan flat fees (negotiable)
Account minimum: $500,000
Ijamsville, MD
Maryland
Safe Harbor Investment Advisors, LLC
2007 - Present (19 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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