Paladin Research Report For:
Nathan Wallace
Savvy Advisors Inc
About Nathan Wallace
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).
General Information
Firm Start Year
- 1923
CRD#
- 5646552
Firm CRD#
- 1111
Years of Experience in Financial Services
- 16
Number of Years with Current Firm
- 1
Work Experience
- I began my career in quantitative finance, helping research new factors for our institutional clients. After a downturn in the quantitative finance market, I went in to pension consulting, helping craft portfolios for pension funds across the western United States. This entailed asset allocation, risk analysis, manager selection and ongoing monitoring and rebalancing. In 2013 I founded my own RIA, Greyfox Investors, with the goal of delivering institutional level service and expertise to the individual marketplace. Our founding values were transparency, simplicity and affordability. I ran Greyfox for 9 years before deciding to make the jump to Savvy to further the ways I could help clients.
Work with the following types of clients
- Investment Clubs, Individual Investors, Non-Profit Organizations
Advisory Services Provided
- Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts
Compliance
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
Securities Licenses
- Series 65
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
- $52,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $250,000
Compensation Methods
- Hourly, Based on Assets
Fee % Based on Assets
- .7%
Hourly Rate
- $250
Additional Details on Charges
- All fees are negotiable. I work hard to ensure that top tier financial advice is available to everyone.
Minimum Fee Charged for Managed Accounts
- $250
Minimum Fee Charged for Hourly Planning Accounts
- $250
Education
Bachelor of Arts - History & Political Science Double Major
Trinity University
08/31/2002 -06/30/2006
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891380/paladinregistry-Savvy-Advisors-Inc-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.
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