KS
KS

Kenneth Savage

23 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Kenneth Savage is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,151 clients
Average Client Portfolio
$300K average
Assets Under Management
$944.8M

Fee Structure

WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.

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Location

425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kenneth is an owner and agent at Savage Capital Management, selling fixed indexed annuities, Med-Sup, and life insurance since 2011. This takes a few hours per week.

Employment History
Current Registrations
World Equity Group, INC.
December 2019 - Present · 6 yrs 5 mos
World Equity Group, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Triumph Wealth Advisors, INC.
March 2011 - December 2019 · 8 yrs 9 mos
Taylor Capital Management INC.Broker
January 2011 - July 2019 · 8 yrs 6 mos
Jonathan Roberts Advisory Group, INC.
October 2009 - November 2010 · 1 yr 1 mo
J.W. Cole Financial, INC.Broker
October 2009 - November 2010 · 1 yr 1 mo
Transamerica Financial Advisors, INCBroker
September 2009 - October 2009 · 1 mo
Transamerica Financial Advisors, INC.
September 2009 - October 2009 · 1 mo
Lincoln Financial Securities CorporationBroker
December 2008 - August 2009 · 8 mos
Lincoln Financial Securities Corporation
December 2008 - August 2009 · 8 mos
A. G. Edwards & Sons, INC.Broker
February 2006 - January 2007 · 11 mos
A. G. Edwards & Sons, INC.
January 2006 - January 2007 · 1 yr
Morgan Stanley
December 2001 - April 2004 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
April 1999 - April 2004 · 5 yrs
State Registrations7 states
HINCNJNYPASCVA
AdvisorBrokerBoth

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.