Latanya Savage is a CFA-designated registered investment advisor at Savageadvisory, based in Philadelphia, PA, with 5 years of industry experience. Latanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Stock research: minimum fee of $250 to execute client-requested stock research; total fee is on a per request basis and is negotiable.
- Stock recommendation: minimum fee of $350 to access SavageAdvisory stock recommendation list and/or receive notifications about updates and opinion changes; total fee depends on extent of use and is negotiable.
- Portfolio analysis and recommendation: minimum fee of $400 to perform portfolio analysis and offer recommendations; total fee depends on portfolio complexity, time spent with client, and other variables, and is negotiable.
- Educational seminars: fees are charged per session per participant, with a minimum per participant fee of $75 per session. Fees vary depending on subject matter.
One-Time Plan:$75 - $5,000
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Location
Philadelphia, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Savageadvisory
May 2020 - Present · 6 yrs
State Registrations1 state
PA
Advisor
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Exams
No exam information available for this advisor.