Savage And Company Wealth Management, LLC

Savage And Company Wealth Management, LLC (CRD# 168090) is a financial advisory firm headquartered in , . They manage $11,200,000 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $157,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Savage And Company Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David A. Savage
CRD#: 2443187
, Ashland, OR
91
Wealthminder
score
David Savage (CRD# 2443187) is an Investment Advisor Representative working at Savage And Company Wealth Management, LLC in Ashland, OR and has over 22 years of experience in the finance industry. David Savage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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