Matthew Finley is a CFP-designated registered investment advisor at Savvy, based in Lake Mary, FL, with 17 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. 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 are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
Lake Mary, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a financial advisor at Focus Financial Network Inc, dedicating full-time hours to investment advice and financial planning. He also owns Finley Financial LLC, an S corp for business income, and is a member of Perspective 6 Wealth Advisors, spending minimal time on managing books and accounting.
Employment History
Current Registrations
Savvy
Previous Registrations
Focus Financial
Osaic Wealth, INC.Broker
Investors Financial Group
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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