Savvy Asset Management (SAML) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SAML creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. SAML generally limits its investment advice to equities but may use other securities to diversify a portfolio when applicable. SAML requests authority to make trades without asking first.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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