Erle Savage
Erle Savage is a registered investment advisor at The Oak Ridge Financial Services Group, INC, based in Golden Valley, MN, with 13 years of industry experience. Erle 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 1,005 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary from 0.25% to 2.25% on managed assets, not to exceed a maximum cumulative fee of 2.50%. Third-party managers may establish their own independent fee schedules.
Fee Estimator
Location
701 Xenia Avenue South, Suite 100, Golden Valley, MN, 55416-1089
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC.Broker
The Oak Ridge Financial Services Group, INC
Previous Registrations
Regan Investments, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
State Registrations5 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
More Advisors
- Jeffrey Rathmanner, CFPThe Oak Ridge Financial Services Group, INC
- James KallstromThe Oak Ridge Financial Services Group, INC
- Jon BergThe Oak Ridge Financial Services Group, INC
- David GoldenbergThe Oak Ridge Financial Services Group, INC
- Peter KingThe Oak Ridge Financial Services Group, INC
- David FinchThe Oak Ridge Financial Services Group, INC