David Close is a CFP-designated registered investment advisor at Savant Wealth Management, based in Evanston, IL, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
1578 Sherman Avenue, #1, Evanston, IL, 60201
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Regulatory 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.
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David is a member of Close and Associates, LLC, where he focuses on tax planning and preparation. He spends about 10-20% of his time preparing state and federal tax forms.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Gryphon Advisors, LLC
Gryphon Advisors
Takaki Close & Associates, LTD.
State Registrations1 state
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