Best Price and Execution


Another very important client benefit offered by the Safe Harbor and TD Ameritrade Institutional partnership is access to a cost-efficient institutional trading platform that focuses on the concept of best price and execution. This might be described as “minimizing the hands in the cookie jar.” Safe Harbor and TD Ameritrade Institutional are fiercely committed to providing clients the most direct path when buying and selling individual securities on behalf of the client.

TD Ameritrade Institutional is the industry frontrunner in building a price and execution process that improves upon “the accepted industry standard” of the day. TD Ameritrade Institutional has a unique approach to execution quality with an internal order flow management team whose purpose is to direct order flow to the best-performing market centers.

TD Ameritrade Institutional invests millions of dollars every year in people, technology and other resources with the aim of improving the price their clients receive when making trades. This information is published monthly on their website and their goal is to improve the price for the client rather than just making trades at the National Best Bid and Offer (NBBO). NBBO is an SEC requirement that requires trades to take place at the best available ask or bid price. Trading securities in this way can create significant savings for the clients.

Safe Harbor Fiduciary does not receive commissions on trading; instead, we represent the client and try to achieve the best price available at all times.



700 S Palafox St, Suite 300

Pensacola, FL 32502


3290 Dauphin St, Suite 506

Mobile, AL 36606


FL     : 850-435-4844

AL     : 251-471-2955

TF     : 877-318-6639

FAX   : 850-435-4843




© 2021 Safe Harbor Fiduciary


Investment advisory services are offered through Safe Harbor Fiduciary, LLC, a Registered Investment Advisor. Insurance products and services are offered through Safe Harbor Tax Advisory, LLC.

Safe Harbor Fiduciary, LLC and Safe Harbor Tax Advisory, LLC are affiliated companies.