Daniel Myers is a CFA, CFP-designated registered investment advisor at Savvy, based in New York, NY, with 16 years of industry experience. Daniel 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is dually employed by Arvest Bank's Trust Department and Arvest Wealth Management, splitting his time evenly between the two. He also owns a rental property and teaches finance part-time at Northeastern State University.
Employment History
Current Registrations
Savvy
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Northwestern Mutual Investment Services, LLCBroker
King Capital Management, LLC
Raymond James Financial Services, INC.Broker
State Registrations2 states
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