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Sasa Savkovic

1 Year of Experience
Lakeway, TX

Sasa Savkovic is a registered investment advisor at Coyle Capital, LLC, based in Lakeway, TX, with 1 years of industry experience. Sasa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 313 clients with $930M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$925.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees range from 0.25% to 2.50% depending on portfolio size, service complexity, and administration level. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Coyle Capital, LLC
March 2025 - Present · 1 yr 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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