Savy Wealth Advisors is a registered investment advisor based in San Diego, California, founded in March 2026 by Sean Chung. Savy Wealth Advisors constructs and manages individually allocated investment portfolios tailored to each client's specific risk tolerance, tax considerations, and financial goals. The firm uses modern portfolio theory and passive investment strategies, utilizing index mutual funds, exchange-traded funds, individual stocks, and bonds. Savy Wealth Advisors provides ongoing portfolio supervision and meets with clients one to four times per year to review performance and discuss strategy. In addition to investment management, the principal owner operates an affiliated financial group and is a licensed insurance agent, offering insurance products when a documented need exists. Savy Wealth Advisors does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.95% |
| $2.5M - $3.5M | 0.85% |
| $3.5M - $4.5M | 0.75% |
| $4.5M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Annual fees are negotiable.