Adrian Becker is a registered investment advisor at Savvi Financial LLC, based in Waltham, MA, with 13 years of industry experience. Adrian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 136 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10 million.
Fee Estimator
Location
465 Waverley Oaks Rd, Ste 315, Waltham, MA, 02452-8422
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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 Activities
Adrian is a partner at Savvi Financial LLC, an investment-related business, dedicating about 10-20% of his time. He is also a partner at LRMS LLC, a consulting firm, but spends no time on this activity.
Employment History
Current Registrations
Savvi Financial LLC
Previous Registrations
Alpha Dynamics LLC
State Registrations1 state
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