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
600 West Broadway, Suite 3200, San Diego, CA, 92101
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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
Angelique sells fixed insurance, dedicating about 10-20% of her time to this activity. She also works as a dog sitter, spending minimal time on it, and owns Angelique Financial Services, LLC, which facilitates securities, advisory, and insurance business, taking up all of her time.
Employment History
Current Registrations
Savvy
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Manna Capital ManagementBroker
State Registrations2 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.