About Savvy Advisors
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more.
Savvy Wealth Inc. is a technology company and parent company of Savvy Advisors Inc., a Registered Investment Advisory Firm (Savvy Advisors DBA Savvy Wealth).
See Disclosures
General Information
Firm Start Year
1924
CRD#
2790531
Firm CRD#
318493
States Licensed in
All states
Years of Experience in Financial Services
25
Number of Years with Current Firm
1
Work Experience
Louis has worked at some of the largest wealth management firms in the US: Deutsche Bank, PNC Wealth Management and UBS Financial Services. Louis has worked in several roles: Portfolio Associate, Portfolio Manager, Financial Advisor and Wealth Advisor. Louis has worked as part of a large team, as a solo advisor and currently as an advisor at a Registered Investment Advisor (Savvy Wealth)
Savvy Wealth is a modern wealth management firm. We pair you with a dedicated financial advisory team to handle your holistic wealth management needs, including financial planning, investment management, tax optimization, estate planning, retirement planning, and more. We help take control of your financial future so that you can live the life you aspire to live. Visit www.savvywealth.com to learn more.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®, CPWA®
Firm Information
Advisor's Number of Clients
20
Advisor's Number of Managed Clients
20
Advisor's Number of Planning Clients
20
Assets Managed by Advisor
$35,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Hourly, Flat Fee
Fee % Based on Assets
Negotiable
Hourly Rate
$250
Additional Details on Charges
https://adviserinfo.sec.gov/firm/summary/318493
Minimum Fee Charged for Managed Accounts
$2,000
Minimum Fee Charged for Hourly Planning Accounts
$250
Education
MBA - Finance
Baruch
06/01/1997 -06/01/2000
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892467/financialplanners-Savvy-Advisors-detailed-disclosure.html
Disclaimer
1) Investors listed above are some of the investors in Savvy Wealth Inc. These investors were selected as examples of organizations and individuals that might be recognizable due to their names and is not a complete list of all investors, and not intended to represent a controlling interest in Savvy Wealth Inc. or an endorsement of Savvy Advisors Inc. Savvy Wealth Inc is a tech company and the parent company of Savvy Advisors Inc. Savvy Advisors Inc does business under the name Savvy Wealth. This website includes information about Savvy Wealth the investment advisor and Savvy Wealth Inc parent company to the investment advisor. Savvy Advisors, Inc. ("Savvy Advisors") is an investment adviser located in New York, NY. Savvy Advisors is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Savvy Advisors' website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of/the Website on the Internet should not be construed by any client and/or prospective client as/Savvy Advisors' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by/Savvy Advisors with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 2) Neither Savvy Wealth Inc. nor Savvy Advisors compensates, directly or indirectly, for endorsements provided herein.