Peter Savva is a registered investment advisor at Leo Wealth, LLC, based in Edison, NJ, with 16 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 1,714 clients with $3.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis. ERISA 3(21) services are negotiable up to a maximum rate of 2.00%.
Fee Estimator
Location
379 Thornall Street, Floor 9-Suite 9, Edison, NJ, 08837
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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
Peter is an Investment Advisor Representative (IAR) with Leo Group, LLC, a Registered Investment Advisor. This activity takes nearly full-time.
Employment History
Current Registrations
Leo Wealth, LLC
Leo Brokerage, LLCBroker
Leo Fund Services, LLC
Previous Registrations
Olden Lane Securities, LLCBroker
Goldman, Sachs & CO.Broker
State Registrations3 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.
Exams
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