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Robert Savage

B.B. Graham & Company, INC.
50 Years of Experience
Oklahoma City, OK
3 DisclosuresBrokerSells Insurance
View SEC Summary
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 427 clients with $320M in assets under management.

B.B. Graham & Company, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
427 clients
Average Client Portfolio
$753K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.99%

Annual advisory fee is negotiated based on a percentage of investable assets, not to exceed 2.99%. Current client relationships may have higher or lower fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1900 NW Expressway Suite 1450, Oklahoma City, OK, 73118

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2014
Award / Judgment
Regulatory
September 2006
Final
Regulatory
August 2005
Final
View Full SEC ReportHow to Read Disclosures
Other 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
December 2014 - Present · 11 yrs 10 mos
Leonard Investment Advisors INC.
May 2000 - Present · 26 yrs 5 mos
Previous Registrations
Leonard Securities, INCBroker
July 1997 - February 2015 · 17 yrs 7 mos
Century Investment Group IncorporatedBroker
April 1994 - September 1997 · 3 yrs 5 mos
Pas, INC.Broker
January 1989 - May 1994 · 5 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1978 - January 1989 · 10 yrs 11 mos
Reynolds Securities, INC.Broker
November 1975 - February 1978 · 2 yrs 3 mos
State Registrations10 states
AZCACOMDMNNYOKTXWAWI
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.
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