Satva Advisors is a registered investment advisor that provides customized investment management and financial planning services for high-net-worth individuals, family offices, trusts, foundations, and pension plans. Satva Advisors builds diversified portfolios primarily using exchange-traded funds, mutual funds, individual stocks and bonds, and structured notes tailored to each client's specific risk tolerance, time horizon, and tax situation. In addition to managing investments, Satva Advisors includes basic financial planning covering income tax planning, cash flow, education, retirement, estate planning, and risk management as part of its ongoing portfolio management services at no extra charge.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on total assets under management and additional services provided. Relationships over $10 million pay a flat 0.50% on the total amount.