Savevest, LLC manages investment portfolios and offers financial planning, consulting, asset allocation, and pension consulting services. Founded in 2015 and based in Tucson, Arizona, Savevest tailors its advice to meet individual client needs and investment objectives using strategies like modern portfolio theory and fundamental analysis. The firm primarily recommends exchange-traded funds and mutual funds, while also offering guidance on equities, bonds, certificates of deposit, and government securities. Savevest operates under a legal obligation to act in the best interest of its clients when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances. Group defined benefit plans are charged 1% of assets under management, currently capped at $12,500 per year.