SavageAdvisory, founded by Latanya R. Savage, provides stock-based advisory services. These include stock research, stock recommendations, and portfolio analysis, focusing on stocks. SavageAdvisory does not directly trade client assets. The firm's approach is rooted in fundamental research and a growth-at-a-reasonable price (GARP) philosophy. Educational seminars are also offered on personal investing topics.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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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