David
Savage
Opes Wealth Management, LLC
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About this Advisor
David Savage is a financial advisor based in Ashland, Oregon, working with Opes Wealth Management, LLC. David has previously held positions at Savage And Company Wealth Management, LLC and Opes Wealth Management, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, David is part of Opes Wealth Management, LLC, which operates out of Ashland, Oregon. The firm has 1 office and 9 employees. The firm manages assets totaling $589.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Opes Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Opes Wealth Management, LLC Brokerage Details
$589,916,182
9
364
$1,620,649
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Savage Work History
Opes Wealth Management, LLC
Savage And Company Wealth Management, LLC
Disclosures
Please visit the SEC profile of David Savage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Opes Wealth Management, LLC
Ashland, OR
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Cupertino, CA
Menlo Park, CA
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