Joseph Savery
Joseph Savery is a registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002
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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
Joseph is an independent licensed insurance agent in Texas since 2022, with Life, Accident & Health, and HMO lines of authority.
Employment History
Current Registrations
Americana Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Avalon Investment & Advisory
Avalon Wealth Management 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.