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
2808 Caroline St # 201-M, Houston, TX, 77004-2759
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Regulatory History (1)
Employment Separation After Allegations
October 2025Other Business ActivitiesSells Insurance
Berkely sells fixed insurance products, dedicating about 10% of his time to this activity. He is also a co-owner of Horizon Advisory Group, LLC, which facilitates securities, advisory, and insurance business, taking up all of his time.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Savvy
Previous Registrations
The Leaders Group, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
MML Investors Services, LLC
MML Investors Services, LLCBroker
Wealth Development Strategies Investment Advisory, INC.
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.