Assets Under Management
$1.3B
Number of Clients
1,207
Number of Advisors
100
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$13.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Savvy Advisors offers customized investment and wealth management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. Savvy invests client assets in stocks, bonds, mutual funds, exchange-traded funds (ETFs), private funds, and real estate. Savvy also provides investment advice to clients with held-away assets such as 401(k)s and shares in private companies.
Fee Structure
Savvy Advisors charges a percentage of the total assets they manage for you. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees can be billed either quarterly or monthly, in arrears or in advance. In some cases, fees will be based on a percentage of your net worth, typically ranging between 0.1% and 0.4%. Savvy generally requires a $500,000 minimum account size, but this is negotiable.
Areas of Practice
Location
900 Broadway, Unit 202, New York, NY, 10003
