Satva Advisors LLC offers investment management services, helping clients define their financial goals and risk tolerance to create suitable investment strategies. They primarily invest in ETFs, ETNs, structured notes, individual securities, and mutual funds. Basic financial planning is included with investment management services, covering areas like tax, cash flow, investment, education, retirement, estate, and insurance planning. Satva Advisors LLC also provides non-fiduciary pension consulting services to retirement plan sponsors.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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 depending on total assets under management and additional services provided.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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