Linda Savoy is a registered investment advisor at Savoy Investment Management, INC., based in Montgomery, TX, with 13 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 24 clients with $73M 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 | 1.50% |
Fee Estimator
Location
Montgomery, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Linda provides tax planning and return preparation services to a small number of clients, offered as an additional service. This takes about 10-20% of her time and is billed hourly.
Employment History
Current Registrations
Savoy Investment Management, INC.
State Registrations1 state
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