Julian Cash is a CFA-designated registered investment advisor at Savrin, based in New Canaan, CT, with 7 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 18 clients with $6.3M 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 | 2.00% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Location
New Canaan, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savrin
State Registrations2 states
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