Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of the total assets they manage for you. 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 can be billed either quarterly or monthly, in arrears or in advance. In some cases, fees will be based on a percentage of your net worth, typically ranging between 0.1% and 0.4%. Savvy generally requires a $500,000 minimum account size, but this is negotiable.
Location
1345 S. Broadway, Denver, CO, 80210
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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
Bruce is an insurance agent selling various insurance products since 2016, dedicating a few hours per week. He is also a managing member of First Meeting, LLC, Tax Acuity LLC, Fiduciary Accounting LLC, and BL Roping LLC, and an author, spending time on these activities.
Employment History
Current Registrations
Savvy
Colorado Wealth Group LLC
Previous Registrations
Colorado Wealth Group LLC
Colorado Wealth Group LLC
Forta Financial Group, INC.Broker
Forta Financial Group, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.