Savior Wealth provides investment management and financial planning services to individuals and high net worth families. Savior Wealth manages portfolios on both a discretionary basis, where the registered investment advisor makes trades without prior approval, and a non-discretionary basis. Services are typically offered through a bundled wrap fee program that combines investment management, trade execution, and custody into a single fee. Savior Wealth tailors its approach to each client's individual goals and can incorporate reasonable investment restrictions. In addition to portfolio management, Savior Wealth offers standalone financial planning covering estate and insurance matters, and pension consulting for retirement plan sponsors. Savior Wealth also serves as the investment manager for several affiliated private investment funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable and Savior Wealth may waive or reduce fees based on anticipated future earnings, assets managed, related accounts, and account composition.