Savage Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides stock-specific advisory services to individual investors, offering fundamental stock research, stock recommendations drawn from a proprietary recommended list, and portfolio analysis. It also offers educational seminars on personal investing topics, while clients execute any recommended transactions through broker-dealers or trading services of their choice.
Investment decisions are driven by fundamental analysis and a growth‑at‑a‑reasonable‑price (GARP) philosophy, using proprietary financial projections and qualitative assessments to evaluate whether a stock’s price reflects its underlying value. Advice is tailored to each client’s financial goals, investment horizon and risk tolerance, and the firm does not custody or directly trade client assets.
Noteworthy features include the firm’s formal offering of fee‑based, participant‑priced educational seminars on stock‑specific and personal investing topics — a service uncommon among peers — and a research‑focused practice led by a principal with more than two decades of global equity research and portfolio management experience and professional credentials. The principal also invests personal assets in the firm’s recommended securities; the firm discloses this potential conflict and describes practices (such as not managing or trading client accounts and offering optional update notifications) intended to provide transparency.
Client services
Expertise
Fee options
Minimum fee: Stock research: minimum $250 per request; Stock recommendation: minimum $350 for access; Portfolio analysis and recommendation: minimum $400; Educational seminars: minimum $75 per participant per session Fee-only: Fixed, minimum fees per service; fees depend on scope and are negotiable
Main office
Philadelphia PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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