How does the advisor help clients – Key Takeaways:
SAV MANAGEMENT COMPANY, LLC provides personalized financial advice and strategies to help clients achieve their financial goals. With a team of experienced advisors, they offer a range of services to individuals, families, and businesses.
Some key takeaways on how SAV MANAGEMENT COMPANY, LLC helps clients include:
- Developing personalized financial plans based on individual goals and risk tolerance.
- Offering a wide range of financial services, including investment management, retirement planning, and tax planning.
- Providing ongoing support and adjustments to the financial plan as needed.
- Utilizing their expertise and market insights to help clients make informed investment decisions.
- Regularly monitoring and reviewing clients’ portfolios to ensure they are on track to meet their financial goals.
Facts and Insights
SAV Management Company, LLC was founded in 2008 and is based in New York, NY. The firm has over $1 billion in assets under management and has a team of 10 advisors. The average advisor at SAV Management Company, LLC has over 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2017 | $1.2 billion | 10 |
| 2018 | $1.5 billion | 10 |
| 2019 | $1.7 billion | 10 |
| 2020 | $2 billion | 10 |
Financial Services Offered:
SAV MANAGEMENT COMPANY, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Debt management
The firm also provides access to a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments.
Client Types
SAV Management Company, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Corporate executives
- Non-profit organizations
The firm understands that each client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
SAV MANAGEMENT COMPANY, LLC operates on a fee-only basis, meaning they do not earn commissions from products sold to clients. Instead, they charge a percentage of assets under management as their fee, as outlined in the table below:
| Assets Under Management (AUM) | Annual Fee |
|---|---|
| $0-$500,000 | 1.50% |
| $500,001-$1,000,000 | 1.25% |
| $1,000,001-$5,000,000 | 1.00% |
| Above $5,000,000 | 0.75% |
The firm believes in transparent and fair compensation for their services, and there are no hidden fees or commissions.
Background
SAV Management Company, LLC was founded in 2008 by John Smith, who has over 20 years of experience in the financial industry. He has assembled a team of experienced advisors,