Luis Rosa is a CFP-designated registered investment advisor at Savvy, based in Cortlandt Manor, NY, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Contact
Luis Rosa
Location
Cortlandt Manor, NY
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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 Activities
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
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