Savrin LLC offers investment management and financial planning services tailored to individual client needs. Savrin manages investments across various asset classes, including stocks, bonds, mutual funds, and ETFs. Financial planning services involve reviewing a client's financial situation and making recommendations. Savrin may also introduce clients to third-party investment advisors.
Assets Under Management$6.3M
Clients18
Advisors1
Avg. per Client$350K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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