Rui Ma is a registered investment advisor at Savvy Asset Management LLC, based in Upper Saddle River, NJ, with 7 years of industry experience. Rui operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
Upper Saddle River, NJ
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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 Activities
Rui is a sales manager with Tradeview Markets and a real estate investor. The filing does not specify the time commitment for either activity.
Employment History
Current Registrations
Savvy Asset Management LLC
Previous Registrations
Eddid Securities USA INC.Broker
Muriel Siebert & CO., INC.Broker
Traderfield Securities INC.Broker
Fidelity Brokerage Services, INC.Broker
National Financial Services CorporationBroker
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.