

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.
190 Buckley Drive, Rockford, IL, 61107
Get directionsNo 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 →Joel has been involved in the financial services industry since 2004, after beginning his career in hotel finance with Marriott International. Prior to joining Savant, he worked at a Registered Investment Advisor in Rockville, MD, and then served as Vice President of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015. He has a membership interest in Savant and serves on the Investment Committee.