Savant Wealth Management
Assets Under Management
$29.1B
Number of Clients
15,586
Number of Advisors
289
Average Client AUM
$1.9M
AUM per Advisor
$100.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Savant Wealth Management provides comprehensive wealth management services, including investment management, financial planning, estate planning, tax advisory, trust services, accounting, and executive planning. They manage client portfolios on a discretionary or non-discretionary basis, using a series of asset allocation models. They also offer divorce planning services through Wife2CFO. Savant has a minimum of $300,000 to open an investment portfolio.
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
Location
190 Buckley Drive, Rockford, IL, 61107
