Stephen Carlson
Stephen Carlson is a registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 20 years of industry experience. Stephen 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
190 Buckley Drive, Rockford, IL, 61107
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2004Criminal
October 2000Judgment / Lien
June 1999Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Apc Financial Planning
Raymond James & Associates, INC.Broker
Fahnestock & CO. INC.Broker
First of Michigan CorporationBroker
Roney & CO.Broker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.