Savedaily.Com, Inc. is an internet adviser based in Costa Mesa. It manages $1.25 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
Savedaily.Com provides low cost savings and investment strategies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Savedaily.Com, Inc. is $1.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17689% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Savedaily.Com, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Harry Shuler Dent is individuals with 248 clients and $1.25 million of assets under management. Among the 1 most similar advisory firms, Savedaily.Com has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.25 million for 248 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Savedaily.Com doesn't advise any private funds.
The company employs 20 people that are either part- or full-time employees. No employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Harry Shuler Dent has been acting as President since 1 Feb 2001. Stan Louis Smith joined the executive team most recently as the Ceo.
The principal office where Savedaily.Com, Inc. performs its advisory services is located at 1503 South Coast Drive, Costa Mesa, CA 92626, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 562-795-7500 or by fax 562-684-4831. The normal business hours are 6:00 a.m. - 6:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at savedaily.com.