Servo Wealth Management's goal is to improve the lives of the individuals and families we work with. We help our clients save time they would normally spend managing their investments and finances, worry less about their financial situation, and achieve better outcomes along the way.
Our retirement planning approach is designed to help our clients efficiently transition from their working years to the time when they will need ongoing income from their investment portfolio to support their ideal lifestyle.
Our ongoing investment management approach works in concert with each client's specific financial plan and is designed to achieve their lifetime goals and aspirations.
Most of our clients also wish to create a financial legacy for family members or other beneficiaries both during and after their lives, so our plans and investment approach are multi-generational in design.
Servo Wealth Management provides full-time, ongoing advice and investment management, not hourly or one-time services. We believe this approach works best to ensure our clients achieve the best outcomes possible.
Our fee is straightforward and transparent, and is based on the amount of assets we manage for our clients. We charge 1% per year on the first $2M of client assets, 0.50% on amounts between $2M and $10M, and 0.25% on amounts above $10M. Fees are debited from client accounts every three months based on the closing balance at the end of each quarter.