Joshua Barone is a registered investment advisor at Savvy, based in Reno, NV, with 23 years of industry experience. Joshua 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
1 East Liberty Street, Suite 406, Reno, NV, 89501
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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.
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Joshua is a Managing Partner at Universal Value Advisors, an investment management firm, since 2017. He also serves as a Board Member of the LakeRidge Shores Home Owners Association, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Savvy
Universal Value Advisors
Previous Registrations
Farther
Fourstar Wealth Advisors, LLC
Fieldstone Financial Management Group, LLC
Concert Wealth Management
Universal Value Advisors
Adagio Capital Management, LLC
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.