Advisor at The Oak Ridge Financial Services Group, Inc.
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Firm
The Oak Ridge Financial Services Group, Inc.
Location
Golden Valley, MN 55416-1089
Credentials
Series 63, Series 65, Series 66
Industry experience
13 years
Erle Savage is a financial advisor with The Oak Ridge Financial Services Group, Inc. in Golden Valley, MN, holding Series 63, Series 65, and Series 66 credentials and bringing 13 years of industry experience. He has been with Regan Investments, Inc. since 2009. The Oak Ridge Financial Services Group provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, serving both high-net-worth and non-high-net-worth households. The firm offers managed accounts and access to third-party portfolio managers, with most accounts managed on a non-discretionary basis and periodic reviews.
Based on The Oak Ridge Financial Services Group, Inc.
Financial planning fixed fees range from $500 to $3,000
0.25% to 2.25%, not to exceed 2.50% maximum cumulative fee
$150 to $350 per hour for financial planning services
Fee-only: Financial planning fixed fees ranging from $500 to $3,000; hourly fees from $150 to $350
701 Xenia Avenue South, Suite 100
Golden Valley, MN 55416-1089
Minnesota · Oregon · Texas · Washington · Wisconsin
Regan Investments, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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