Savvy Asset Management is a registered investment advisor based in Upper Saddle River, New Jersey, founded in 2022. The firm specializes in ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance, creating a personalized investment policy statement for every relationship. Investment management focuses primarily on equities while utilizing other securities for diversification when appropriate. Savvy Asset Management holds authority to make trades without asking first and evaluates client investments on a monthly basis. In addition to standard percentage-based portfolio management, the firm offers performance-based fee structures for qualified clients, combining a lower management percentage with a share of capital appreciation. Savvy Asset Management does not participate in bundled fee programs and maintains no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients may choose a performance-based fee structure of 1.00% annually plus a 20.00% performance fee.