Louis Green is a CFA, CFP-designated registered investment advisor at Savvy, based in New York, NY, with 12 years of industry experience. Louis 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
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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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savvy
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Allegiant Wealth Planning LLC
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
State Registrations2 states
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.