Joshua Sievers is a registered investment advisor at Savvy, based in Fort Wayne, IN, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
Fort Wayne, IN
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Regulatory History (1)
Customer Dispute
December 2025Other Business ActivitiesSells Insurance
Joshua is an insurance producer for Bankers Life & Casualty Company, appointed with KFA to sell various insurance products, dedicating full-time hours to this role. He also owns MSNE Consulting, providing small business consulting services and spending minimal time on it.
Employment History
Current Registrations
Savvy
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, 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.
Exams
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