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
2352 Sheridan Rd, Zion, IL, 60099
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2017Criminal
June 1999Other Business ActivitiesSells Insurance
Adam sells fixed insurance and co-owns Revive Risk, LLC, which facilitates insurance business, each taking about 10-20% of his time. He also co-owns Sheridan Rd, LLC for real estate and CJ's Coffee House, each taking minimal time.
Employment History
Current Registrations
Savvy
Previous Registrations
Commonwealth Financial Network
Country Capital Management CompanyBroker
State Registrations1 state
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.