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
900 Broadway, Unit 202, New York, NY, 10003
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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 ActivitiesSells Insurance
Brian is a principal at Frio Canyon Advisors LLC, providing insurance planning for wealth management clients. He dedicates a few hours per week to this activity, which involves fixed life insurance.
Employment History
Current Registrations
Savvy
Previous Registrations
Oakwell Private Wealth Management
Vsr Advisory Services
Cuso Financial Services, L.P.
LPL Financial LLC
Charles Schwab & CO., INC.
Strategic Financial Concepts, LLC
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.