Nia Saville is a CFP-designated registered investment advisor at Gen Y Planning, based in Austin, TX, with 3 years of industry experience. Nia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 77 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.88% |
| $1.0M - $2.0M | 0.78% |
| $2M+ | 0.63% |
The above Annualized Asset Based Fee excludes Betterment’s fee which is a maximum of 0.12%. The maximum asset-based fee assessed would therefore be 1.00% (100 basis points), except if a client wants to invest in one of Betterment's crypto portfolios, Betterment charges a 1% platform fee for those portfolios, which is in addition to our fee.
Fee Estimator
Location
Austin, 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 Activities
Nia is the owner of Bayroll, LLC, a payroll processing company in Saint Petersburg, Florida, since 2020. She spends a few hours per week on payroll setup and processing.
Employment History
Current Registrations
Gen Y Planning
Previous Registrations
Securities America, INC.Broker
State Registrations10 states
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