SAVVI Wealth Partners (SWP), a division of SAVVI Financial LLC, provides fee-based personalized portfolio management and financial life planning services. SWP uses technology and financial advisors to help clients achieve their long-term goals by aligning investments with their cash flow needs and desired lifestyle. SWP also provides investment management services to clients of unaffiliated advisory firms.
Assets Under Management$45M
Clients136
Advisors6
Avg. per Client$330K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts above $10 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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