Savvly Advisor provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. Savvly Advisor also offers consulting services to pension and employee benefit plans, including 401(k) plans. They provide advice to private investment funds and ETFs. Savvly Advisor 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 and private placements.
Assets Under Management$75K
Clients2
Advisors1
Avg. per Client$38K
Avg. per Advisor$75K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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