Luis Rosa is a CFP-designated registered investment advisor at Savvy, based in Henderson, NV, with 22 years of industry experience. Luis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Gen X, 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.
Contact
Luis Rosa
Location
2831 Saint Rose Pkwy, Suite 200, Henderson, NV, 89052
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Luis hosts a podcast, owns part of an online store, provides tax preparation services, and works as a public speaker and content creator. He is also an investment advisor representative for Origin Investment Advisory.
Employment History
Current Registrations
Savvy
Origin Investment Advisory LLC
Previous Registrations
Build a Better Financial Future LLC
Retirement Wealth Advisors, INC.
Haydel, Biel & Associates
Arete Wealth Management, LLCBroker
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Grodsky Associates, INC.Broker
Grodsky Associates, 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.
Exams