J Savage
J Savage is a registered investment advisor at The Private Client Advisory Group, LLC, based in Manasquan, NJ, with 31 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 142 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2517 Highway 35, Building L, Suite 100, Manasquan, NJ, 08736
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2004Customer Dispute
January 2004Customer Dispute
May 2003Other Business ActivitiesSells Insurance
J is an insurance agent with Zenith Marketing Group, selling non-variable insurance since 2019, dedicating a few hours per week. J is also an IAR with The Private Client Advisory Group, LLC since 2021, providing investment advisory services and dedicating full-time hours to this activity.
Employment History
Current Registrations
The Private Client Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Fleet Enterprises, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.