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Savannah Wealth Group

Tel: 912-912-1113
7393 Hodgson Memorial Dr # 201
Savannah, GA 31406
Savannah Wealth Group | Financial Advisor in Savannah ,GA

About Savannah Wealth Group

Advisors don't exist to help you beat the market. Our role is to support people who have complexity, are inexperienced, see things differently than their partner, or want backup in emotionally charged decisions.

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General Information

Name of Broker/Dealer:  COMMONWEALTH FINANCIAL NETWORK
States Licensed in:  GA
Work with the following types of clients:  Individual Investors, Businesses
Advisory Services Provided:  Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Services

Investment Types:  Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Options & Futures, Mutual Funds, Alternative Investments
Can meet clients in the following ways:  Email, Phone, Our Office, Video Conference

Compensation and Fees

Fee Structure:  Fee-Based
Minimum Portfolio Size for New Managed Accounts:  $100K+
Compensation Methods:  Based on Assets

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032


Additional Detailed Disclosures
https://content.commonwealth.com/media/Smith_Bryan_WiserAdvisor_Promoter_Disclosure.pdf


Disclaimer

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.

Compliance

Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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