Brian Mocogni is a CFA-designated registered investment advisor at Savvy, based in New York, NY, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
111 West 33rd Street, Unit 1410, New York, NY, 10001
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Regulatory History (1)
Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Brian is an insurance agent with Lincoln Heritage Insurance Company, doing business as Final Expense Insurance. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Savvy
Previous Registrations
All That Matters Financial Services LLP
The Windmill Group, INC.
The Windmill Group, INC.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Tiaa-Cref Individual & Institutional Services, LLCBroker
Tiaa-Cref Advice and Planning Services
Metlife Securities INC.
Metlife Securities INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Columbia Management Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.