Jared Tanimoto is a CFP-designated registered investment advisor at Savvy, based in Irvine, CA, with 11 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Gen X, High Net Worth, Investment Management, and 1 more. 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.
Contact
Jared Tanimoto
Location
530 Technology Dr., Ste 100, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared is the President & CCO of Sedai Wealth Partners, a financial planning and wealth management firm, dedicating full-time hours to this role. He also owns Ohana 9 LP and spends minimal time managing family-owned real estate properties.
Employment History
Current Registrations
Savvy
Previous Registrations
Origin Financial
Sedai Wealth Partners LLC
Principal Securities, INC.
Principal Securities, INC.Broker
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
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.