Savvy Labs offers a platform where institutional investors and registered investment advisors can directly own securities, allowing for customized risk, exposure, and strategies. Savvy Labs vets asset managers and index providers (Creators) and their investment strategies (SAVVY Blueprints). Users can select and customize these blueprints, which Savvy Labs implements through third-party broker-dealers. Savvy Labs continuously manages these portfolios, held in separate accounts for each user.
Fee Structure
Savvy Labs charges three fees: a Platform Fee, a SAVVY Fee, and a Customization Fee.
Platform Fees range from 0.02% to 0.25% per year, based on the value of assets in the account, with a $250 quarterly minimum (which may be waived). SAVVY Fees range from 0.05% to 2.50% per year, based on the value of assets in a particular SAVVY. Customization Fees range from 0.05% to 0.15% per year for alterations to a SAVVY Blueprint and may be waived.