Anil Potharaju is a registered investment advisor at Savevest, LLC, based in Tucson, AZ, with 10 years of industry experience. Anil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anil works full-time as an Associate Professor/Physician/Administrator/Teacher and Medical Director of Internal Medicine at Banner Health since 2018. He also owns Cognisnap LLC, which provides educational information, dedicating about 10-20% of his time to this investment-related activity.
Employment History
Current Registrations
Savevest, LLC
State Registrations2 states
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