Svvy, LLC is a registered investment advisor that operates an online platform connecting users with third-party financial advisors and other experts like insurance agents, realtors, and lawyers. Svvy does not manage user assets or provide investment advice. Instead, it vets and refers users to advisors who pay Svvy a subscription fee. Users ultimately choose whether to engage the referred advisors and pay them directly for their services.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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