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
Del Mar, CA
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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
Aaron is a board member and sponsor chair for the Financial Planning Association of San Diego, dedicating minimal time. He also works as an insurance agent, servicing clients and providing fixed insurance products, including life, disability, LTC policies, and some fixed/indexed annuities, dedicating minimal time to this as well.
Employment History
Current Registrations
Savvy
Previous Registrations
Financial Sense Advisors, INC.
Financial Sense Securities, INC.Broker
Saybrus Equity Services, LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Liss Financial ServicesBroker
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.