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HOW TO RESTART YOUR RETIREMENT PLAN

More than 40% of the general population put their retirement planning on hold during the pandemic, and that number was even higher, at 55%, among young investors ages 18-35. In fact, nearly half of respondents from that next generation said they do not even see a point in saving for their later years until things return to “normal.

Read More »

HOW TO RESTART YOUR RETIREMENT PLAN

More than 40% of the general population put their retirement planning on hold during the pandemic, and that number was even higher, at 55%, among young investors ages 18-35. In fact, nearly half of respondents from that next generation said they do not even see a point in saving for their later years until things return to “normal.

Read More »

HOW TO RESTART YOUR RETIREMENT PLAN

More than 40% of the general population put their retirement planning on hold during the pandemic, and that number was even higher, at 55%, among young investors ages 18-35. In fact, nearly half of respondents from that next generation said they do not even see a point in saving for their later years until things return to “normal.

Read More »

ABOUT SERVO

Servo is an independent, Registered Investment Advisory (“RIA”) Firm located in Oklahoma City, Oklahoma.  As an RIA, unlike traditional Wall Street brokerage firms, Servo has a fiduciary duty to act in our clients best interest

Servo is an independent, Registered Investment Advisory (“RIA”) Firm located in Oklahoma City, Oklahoma.  As an RIA, unlike traditional Wall Street brokerage firms, Servo has a fiduciary duty to act in our clients best interest.

Servo Wealth Management was founded in 2012 by Eric Nelson, CFA.  Eric continues to manage Servo to this day, providing full-time, personalized financial planning and expert investment management to individuals and families throughout the United States.

Servo charges a 1% annual fee on the first $2,000,000 of assets that we manage, 0.50% on amounts between $2,000,000 and $9,999,999, and 0.25% on amounts above $10,000,000.

Eric founded Servo because he wanted to be able to apply his vast knowledge, experience, and passion about Asset Class Investing to help individuals and families achieve their most important financial goals and make the most of their hard-earned savings.  Servo’s typical client has at least $1,000,000 in investable assets that they are able to commit to their long-term goals, however individual’s and families with fewer assets are considered on a case-by-case basis.

 

$500,000 Minimum Investment*

*Accumulators under $500,000 considered on a case-by-case basis.

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Our monthly newsletter, Words On Wealth (formerly Factors In Focus), is an essential part of our investment management and financial planning services.