SaveVest, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$14,209,899
Clients
9
Advisors
1
of 1 employees
About
Savevest provides discretionary asset management and separate financial planning and consulting to individuals, high‑net‑worth clients, trusts, corporations and other business entities. The firm documents client goals and risk tolerances and delivers ongoing portfolio management under an Investment Advisory Agreement, while standalone financial plans and topic‑specific consultations are provided under separate agreements.
The firm describes an investment process that uses fundamental analysis and Modern Portfolio Theory to construct portfolios aligned with client objectives, with account reviews at least quarterly. Savevest also discloses the use of more advanced techniques in managed accounts, including option writing (explicitly noting box spreads), margin, leverage and the potential use of account assets as collateral.
Savevest’s brochure notes the principal is a practicing physician and university professor who continues to devote significant time to clinical and academic duties, a background the firm highlights when distinguishing its advisory activities. The firm requires use of specified custodians (Charles Schwab, and in select cases Altruist) and discloses receipt of software, research and technology support from custodians, which may provide non‑cash benefits to the firm.
Client services
Expertise
Occupation focus
Fee options
Up to 1.0% annually, billed quarterly at 0.25% per quarter, negotiable
$500 per hour for financial planning services
Account minimum: $1,000,000
Main office
Tucson AZ
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Savevest · Savevest, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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