Savings Coach, LLC provides financial advice and investment management. They offer a do-it-yourself savings plan called "The Playbook," a 12-month coaching package for hands-on guidance, traditional financial planning services, and portfolio management. They also help clients select and monitor third-party investment advisors. Savings Coach works with individuals, beginning savers, high-net-worth individuals, and businesses.
Assets Under Management$11M
Clients77
Advisors2
Avg. per Client$140K
Avg. per Advisor$5.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be lower than the stated rate and can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...