Savior Wealth offers investment advisory services, typically through a wrap fee program that bundles investment advice, brokerage, and custody for a single annual fee. They also provide standalone financial planning and consulting services. Savior Wealth determines a client's investment objectives and goals and invests assets accordingly, periodically monitoring and rebalancing accounts. They may recommend other professionals for plan implementation, but clients retain discretion over all decisions.
Assets Under Management$110M
Clients248
Advisors5
Avg. per Client$450K
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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