PS
PS
Peter Savarino
37 Years of Experience
Ann Arbor, MI
3 Disclosures
Peter Savarino is a registered investment advisor at Creo Global Capital LLC, based in Ann Arbor, MI, with 37 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 18 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$881K average
Assets Under Management
$15.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1026 S. Main St., Ann Arbor, MI, 48104
Get directionsHistory
Regulatory History (3)
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Regulatory
September 2021Final
Criminal
June 2010Final Disposition
Customer Dispute
May 2001Settled
Employment History
Current Registrations
Creo Global Capital LLC
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Creo Global Capital LLC
May 2013 - December 2020 · 7 yrs 7 mos
Mcdonald Partners LLC
January 2011 - December 2012 · 1 yr 11 mos
Mcdonald Partners LLCBroker
June 2006 - December 2012 · 6 yrs 6 mos
Wachovia Securities Financial Network, LLC
June 2002 - June 2006 · 4 yrs
Wachovia Securities Financial Network, LLCBroker
June 2002 - June 2006 · 4 yrs
Captrust Financial Advisors
November 2000 - June 2002 · 1 yr 7 mos
Captrust Financial Advisors, LLCBroker
November 2000 - June 2002 · 1 yr 7 mos
Mcdonald Investments INC.Broker
May 1992 - November 2000 · 8 yrs 6 mos
Mcdonald & Company Securities, INC.Broker
April 1992 - May 1992 · 1 mo
Kemper Securities Group, INC.Broker
September 1990 - May 1992 · 1 yr 8 mos
Prescott, Ball & Turben, INC.Broker
June 1989 - September 1990 · 1 yr 3 mos
Roney & CO.Broker
February 1988 - May 1989 · 1 yr 3 mos
First of Michigan CorporationBroker
June 1987 - February 1988 · 8 mos
State Registrations1 state
MI
Advisor
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.
Exams
No exam information available for this advisor.