Advisor at The Private Client Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Private Client Advisory Group, LLC
Location
Palmetto, FL
Credentials
Series 63, Series 65, Series 66
Industry experience
31 years
J Savage is a financial advisor with The Private Client Advisory Group, LLC, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. Prior to joining The Private Client Advisory Group in 2021, he worked at LPL Financial, All American Dream Wealth Management, and Invest Financial Corporation. Outside of advisory services, he is also an insurance agent with Zenith Marketing Group. The Private Client Advisory Group, LLC serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities with portfolio management, financial planning, and retirement-plan advisory services. The firm employs a goal-based investment process tailored to client time horizons and risk tolerances, combining in-house and third-party management, and offers unique features such as a third-party “held-away” platform for defined-contribution accounts.
Based on The Private Client Advisory Group, LLC
Based on The Private Client Advisory Group, LLC
$0 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001+: Negotiable
Investment Advisor Representatives receive commissions for the sale of securities as registered representatives of LPL Financial LLC; separate compensation typical for insurance and broker/dealer products
$400 per hour for financial planning services
Palmetto, FL
Florida · New Jersey · New York · Pennsylvania
The Private Client Advisory Group, LLC
2021 - Present (5 years)
LPL Financial, LLC
2018 - Present (8 years)
LPL Financial
2018 - 2021 (3 years)
All American Dream Wealth Management Llc
2007 - 2021 (14 years)
Invest Financial Corporation
2005 - 2018 (13 years)
J. Scott Savage, Sole Proprietor
1992 - Present (34 years)
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Is not 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.
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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Moore Financial Management, Inc.
Hi, my name is C Garrett Moore. I am carrying on a family tradition of over 30 years of helping people get retired, and stay retired. Since taking the reins in 2017, I transformed the business into a fully independent fiduciary firm so that I can put my clients first and do what's best for them. I also obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® designations which exemplify my commitment to the highest standards of integrity and professionalism. I help pre-retirees plan for their upcoming financial independence, and young professional families get their financial lives simplified and on track towards the life they want. When I'm not working with clients, you can find me chasing down our two beautifully crazy boys, Gavin and Gabriel.
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Tactical Investments
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