William Savage
William Savage is a registered investment advisor at LPL Financial LLC, based in Colorado Springs, CO, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Colorado Springs, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business Activities
William acts in a fiduciary capacity for the Marcia V Griswold Family Trust since 1998. He also operates under the DBA Will Savage Wealth Management for his LPL Financial business, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Gps Wealth Strategies Group, LLC
LPL Financial LLC
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.