Craig Savage
Craig Savage is a registered investment advisor at William Blair & Company L.L.C., based in Atlanta, GA, with 27 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 37,515 clients with $58B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
William Blair charges up to 2.00% annually on your portfolio, subject to negotiation. The fee is calculated quarterly based on the market value of your account. Certain assets, such as those invested in William Blair Funds or Blair Private Funds, may be excluded from the fee calculation. The fees can be directly debited from your account or invoiced.
Location
3060 Peachtree Rd Nw, Suite 900, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
May 2010Other Business Activities
Craig is an officer of 2GL LLC, a lender to Forsythe Ventures, and owns Savage Holdings LLC for liability purposes related to real estate and aircraft ownership. These activities occur during non-working hours and require minimal time.
Employment History
Current Registrations
William Blair
William Blair & Company L.L.C.
William BlairBroker
Previous Registrations
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Goldman, Sachs & CO.Broker
State Registrations34 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.