Patrick Smith is a CFA-designated registered investment advisor at Savant Wealth Management, based in Guilford, CT, with 23 years of industry experience. Patrick 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 24,034 clients with $56B 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
246 Goose Lane, Suite 201, Guilford, CT, 06437
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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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Patrick is an equity partner (less than 5%) at Exencial Wealth Advisors since 2023, dedicating his full work week to the firm. He is not engaged in any other investment-related businesses.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Exencial Wealth Advisors
Shoreline Financial Advisors, LLC
Raymond James Financial Services
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.
Exams
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