Robert Savage
Robert Savage is a registered investment advisor at B.B. Graham & Company, INC., based in Oklahoma City, OK, with 50 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 303 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B.B. Graham & Co.'s annual investment management fee is negotiated and does not exceed 2.99% of the value of your portfolio. The fee is invoiced by the custodian, RBC, on behalf of B.B. Graham & Co. Fees may be higher or lower than this depending on the relationship, complexity, or pre-existing agreements.
Location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2014Regulatory
September 2006Regulatory
August 2005Other Business ActivitiesSells Insurance
Robert is a shareholder in Leonard Agency Inc. (an insurance agency), President and IA Representative for Leonard Investments Advisors, Inc., and has several roles related to family businesses, oil and gas, and trusts. He also spends about half his time as a registered representative with B.B. Graham and is a 50% owner of Oklahoma Capital Advisors, LLC.
Employment History
Current Registrations
B.B. Graham & Company, INC.Broker
Leonard Investment Advisors INC.
Previous Registrations
Leonard Securities, INCBroker
Century Investment Group IncorporatedBroker
Pas, INC.Broker
Dean Witter Reynolds INC.Broker
Reynolds Securities, INC.Broker
State Registrations10 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.