Escape LPL fees, keep more, and grow faster
Don't let a behemoth bully you into excess fees, impersonal service, and rigid compliance. Discover the RIA model that let's you take charge.
Former LPL CEO Mark Casady bets big on Savvy
Mark Casady, CEO of LPL from 2002 to 2017, said his investment in Savvy is the largest check his VC firm Vestigo has written, impressed by Savvy's AI-driven approach and our deep commitment to advisors.
“Savvy was by far the best example of somebody who understands the technology, understands advisor needs, and integrates them effectively”
Clear, transparent pricing
A single, all‑inclusive split covers Savvy’s marketing, technology, and operational support with no hidden fees; LPL piles on separate fees that quietly erode your take‑home pay.
Easy compliance, streamlined technology
Don't let bureaucracy and clunky systems make you feel like you are navigating a maze. Savvy offers flexible compliance and a unified technology stack that doesn't slow your operations.
Personalized, real operations support
Speak with real people who know your name and understand your business, not a call center.
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