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.
Los Angeles, CA
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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 →Arynton is an independent agent with Highland Capital Brokerage, finding life insurance, long-term care, and annuity products for clients, dedicating a few hours per week to this. Arynton is also a co-founder of Nice Brew Co., LLC, a coffee and kombucha service, spending about 10-20% of their time on marketing and business strategy.
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.