Savvy Wealth Management provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also offer educational seminars and workshops, some free and some for a fee. Savvy Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and private placements.
Assets Under ManagementN/A
Clients8
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plans: The fee is negotiated and ranges from $1,000 to $20,000.
- Seminars/Workshops: The fee is negotiated and ranges from $2,000 to $20,000, based on per person attendance, length of duration, and cost of resources required.
- Hourly Consulting: The hourly fee is negotiated and ranges from $150 to $300.
One-Time Plan:$1,000 - $20,000
Hourly Rate:$150 - $300/hr
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