Savevest, LLC offers investment advice tailored to clients' needs. Services include discretionary portfolio management, financial planning, pension consulting for employee benefit plans, and asset allocation services. Savevest may recommend rollovers from ERISA accounts to accounts they manage, which presents a conflict of interest. Savevest also offers consulting services on specific finance-related topics.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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