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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,501 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Ridge offers separately managed accounts where third-party managers handle your investments. Fees for these accounts vary from 0.25% to 2.25% of the assets managed, not to exceed a cumulative fee of 2.50%. These fees are paid to the third-party manager, who then remits a portion to Oak Ridge. In some cases, Oak Ridge charges the advisory fees directly to the client.
Location
701 Xenia Avenue South, Suite 100, Golden Valley, MN, 55416-1089
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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.