Savlan Wealth Partners offers personalized financial planning and discretionary and non-discretionary investment management services to individuals, high net worth individuals, trusts, estates, and other entities. Savlan Wealth Partners builds diversified portfolios utilizing mutual funds, exchange-traded funds, individual equities, corporate bonds, real estate investment trusts, annuities, and alternative investments. The investment process focuses on goals-based planning, asset allocation, diversification, and tax efficiency. Additionally, Savlan Wealth Partners provides comprehensive financial planning covering retirement, education, estate coordination, cash flow, tax strategies, and insurance needs. While investment management clients generally receive financial planning without an additional charge, standalone financial planning or complex planning may incur a fixed fee. The firm may also recommend external money managers or third-party estate planning providers when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Accounts of direct family members sharing the same residence are combined for fee calculation purposes. Fees are negotiable based on relationship size and complexity.