Anthony Richard Spangenberg
AS
CFA · CFP

Anthony Richard Spangenberg

17 Years of Experience

Firm Information

Anthony Richard Spangenberg
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
289 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
289 advisors
Number of Clients
15,586 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$29.1B

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
Financial Plan Fee:$250 - $10,000
Hourly Rate:$75 - $500/hr

Savant's fees for wealth management and investment management range from 0.50% to 1.50% annually, based on assets under management/advisement and service complexity. Stand-alone financial planning fees range from $250 to $10,000 for fixed projects, or $100 to $500 per hour for consulting. Divorce planning fixed fees range from $5,000 to $50,000, and hourly fees range from $125 to $500 per hour. Tax preparation fees range from $500 to $10,000. These fees are subject to annual minimum amounts based on the scope and complexity of the services provided.

Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthTax PlanningEstate Planning
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Advisor Information

Office location

1000 Skokie Blvd., Wilmette, IL, 60091

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Savant Wealth Management
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Charles Schwab & Co., INC.
April 2012 - September 2016 · 4 yrs 5 mos
Charles Schwab & Co., INC. Broker
April 2012 - September 2016 · 4 yrs 5 mos
TD Ameritrade, INC.Broker
December 2008 - April 2012 · 3 yrs 4 mos
Amerivest Investment Management, LLC
December 2008 - April 2012 · 3 yrs 4 mos
TD Ameritrade, INC.
December 2008 - April 2012 · 3 yrs 4 mos
Edward Jones
February 2008 - November 2008 · 9 mos
Edward Jones Broker
January 2008 - November 2008 · 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.