Thomas Dicristofaro is a registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 31 years of industry experience. Thomas 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas owns and manages three rental properties. He dedicates minimal time to these activities.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Edelman Financial Engines
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Nylife Securities INC.Broker
South Richmond Securities, INC.Broker
State Registrations2 states
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