Servo Wealth Management LLC

Servo Wealth Management provides ongoing portfolio management and integrated financial planning primarily for individual and high-net-worth clients, and the brochure also indicates the firm works with pension or profit-sharing plan clients in addition to individuals. The firm reports about $173.8 million in discretionary assets under management and imposes a stated account minimum of $1,000,000 while typically directing smaller accounts to a third-party platform.

Servo’s investment approach is asset-class investing implemented through tailored Investment Policy Statements rather than model portfolios, with portfolios constructed from mutual funds and ETFs to match each client’s goals, time horizon, and documented risk tolerance. The brochure describes the use of multi-factor regressions and current fundamentals to set exposures across dimensions such as size, value, profitability, term and credit, and emphasizes low-cost, tax-efficient implementation with disciplined rebalancing under discretionary authority.

What the brochure highlights as distinctive for this adviser are its use of a digital investment platform (Betterment for Advisors) to implement strategies and service lower-balance clients, and its disclosure of hypothetical performance in materials — a practice that is uncommon among similar independent firms. The firm also describes specific custody practices, including reliance on standing letters of authorization for certain transfers, and notes that it does not participate in wrap fee programs or accept performance‑based fees.