Savannah Sevor is a registered investment advisor at Psi Advisors, LLC, based in Tampa, FL. Savannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,168 clients with $700M in assets under management.
Compensation
Firm Size
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Fee Structure
PSI Advisors offers investment management services through various LPL Financial advisory programs. Fees are negotiable and vary depending on the program and account size. Maximum annual fees are: Manager Access Select (3.00% for legacy accounts, 2.5% for new accounts), Optimum Market Portfolios (2.50%), Personal Wealth Portfolios (2.50%), Model Wealth Portfolios (2.65%), Small Market Solution (0.95%), and Guided Wealth Portfolios (1.35%). These fees cover investment advice and management. Clients may incur additional fees from mutual funds and ETFs.
Location
13059 W. Linebaugh Ave Ste. 102, Tampa, FL, 33626
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Psi Advisors, LLC
State Registrations1 state
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