Savoy Investment Management provides investment management services to individuals, trusts, estates, and small businesses. Savoy Investment Management provides continuous and regular management services for their securities portfolios. Savoy Investment Management includes ongoing personal financial consulting to address specific concerns. A comprehensive financial plan is not included.
Assets Under Management$73M
Clients24
Advisors1
Avg. per Client$3M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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