Asa Savage is a registered investment advisor at Aegis Capital CORP., based in Portland, OR, with 29 years of industry experience. Asa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,083 clients with $1.8B 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 $250K | 2.50% |
| $250K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Rates shown are the maximums when most transaction costs are charged to the client. If transaction costs are charged to Aegis Capital Corp., the maximum rates are 3.00% on the first $250k, 2.75% on the next $750k, and 2.50% over $1M. Fees may be negotiable.
Fee Estimator
Location
1000 SW Broadway, Suite 1220, Portland, OR, 97205
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2011Employment History
Current Registrations
Aegis Capital CORP.Broker
Aegis Capital CORP.
Aegis Capital CORP.
Previous Registrations
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Paulson Investment Company, INC.
Paulson Investment Company, INC.Broker
Paulson Investment Company, INC.Broker
Tri-Merica Securities CorporationBroker
State Registrations11 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.
Exams
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