Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5151 Mochel Drive, Suite 301, Downers Grove, IL, 60515
Get directionsRegulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
D3 Financial Counselors LLC
State Registrations1 state
Exams
Additional Information
Adam is a financial advisor in Savant’s Downers Grove, IL office, is a member of the Advisory Team, and has a membership interest in Savant. He is a member of the Investment Committee and is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. Adam regularly meets with clients, other advisors, portfolio managers and planners to formulate and coordinate effective planning, investment and tax strategies. He specializes in helping young professionals and young doctors who need assistance with tax savings, budgeting, loan repayment, and investment strategies.