Eugene Wozny is a registered investment advisor at Savvy, based in Reston, VA, with 32 years of industry experience. Eugene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
1818 Library St, 5th Floor, Reston, VA, 20190
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eugene is a financial advisor at Wozny Capital Advisors, LLC, dedicating full-time hours to investment advisory and financial planning. He also works as an insurance agent for various companies, spending a few hours per week on this activity, and owns AW Photos, working as a freelance photographer a few hours per week.
Employment History
Current Registrations
Savvy
Previous Registrations
Stratos Wealth Advisors LLC
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Sanders Morris Harris LLCBroker
Royal Alliance Associates, INC.Broker
Edelman Financial Services, LLC
Suntrust Investment Services, INC.
Suntrust Securities, INC.Broker
Crestar Securities CorporationBroker
Ifg Network Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.