SaveVest, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,296,547
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
88% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$1,912,068
About
Savevest provides discretionary portfolio management, financial planning, asset-allocation advice, and advisory consulting to individual clients (including high-net-worth individuals) and to businesses and employer-sponsored retirement plans. The firm's brochure describes pension consulting services that include plan reviews, fund selection guidance, participant education and ongoing monitoring for plan fiduciaries.
Investment advice is tailored to each client's objectives and typically emphasizes ETFs and mutual funds alongside Modern Portfolio Theory, fundamental analysis, and long-term purchase strategies. The firm also discloses use of options and structured derivatives strategies — including box-spread constructions and other option positions in separately managed accounts — and notes the related execution, tax, and liquidity risks; accounts are managed on a discretionary basis with ongoing monitoring and periodic reviews.
Distinctive elements in the brochure include the principal's continuing career as a practicing physician and ownership of an educational company (Cognisnap), which the firm may use to provide or refer clients to educational content and discloses as a potential conflict of interest. The firm also discloses reliance on third‑party reporting tools (eMoney), routinely directs clients to a preferred custodian platform (Altruist) while also using Schwab for aggregated trading in discretionary accounts, and describes its trade aggregation and allocation practices.
Client services
Financial planning
Portfolio management
Pension consulting
Asset allocation services, advisory consulting
Asset allocation services, advisory consulting
Expertise
Options & derivatives strategies
Occupation focus
Doctor or Medical Professional
Fee options
1.00% annually (0.25% per quarter)
$500 per hour
Main office location
SaveVest, LLC
Tucson AZ, United States
Number of offices
1
Most active in
SaveVest, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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