Digital advisor
Savvy Wealth
Savvy is a tech-enabled RIA that Cache names as an exchange fund partner.
- Their fee
- 0.30%–1.90%
- Minimum
- $500K
- Onboarding
- Not disclosed
- Status
- Open
Typically 0.30% to 1.9% per year, per a third-party directory. Cache fund fees are extra.
Per a third-party directory. Advisors can charge a minimum fee below this size.
Cache funds close about twice a month.
Status reflects Cache fund availability.
Cache Access funds need accredited investors. Cache Flagship funds need qualified purchasers.
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Cache: Exchange funds (Flagship and Access series)Savvy logo and testimonial on the Cache advisor page. The firm does not name a fund. Through the Cache advisor program. | 0.40%–0.95% | 0.70%–2.85% |
Direct indexing
| Product | Product fee | All-in fee |
|---|---|---|
| Savvy direct indexingListed in a third-party profile. Manager not named. | Not disclosed | Not disclosed |
Sources
Checked 2026-10. Confidence: low.