Todd Juenger is a registered investment advisor at Savvy, based in New York, NY, with 31 years of industry experience. Todd 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
111 West 33rd Street, Unit 1410, New York, NY, 10001
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2025Customer Dispute
October 2025Employment History
Current Registrations
Savvy
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
LPL Financial LLCBroker
Global Retirement Partners LLC
Conover Capital Management
Conover Securities Corporation
Conover Securities CorporationBroker
Conover Capital Management
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Riversource Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
Princor Financial Services CorporationBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.