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
Martindale, TX
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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
Brandon is a Principle Sales Executive at Paycor Inc., dedicating nearly full-time hours to HR & payroll solutions. He also holds positions as a Secretary-Board Member at Links International, a referral partner at 19:21 Consultants (group health insurance), Marcado (retirement plan consulting), and Redipay LLC and Ag Advisors LLC.
Employment History
Current Registrations
Savvy
Previous Registrations
Adp Broker-Dealer, INC.Broker
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.