John Viola is a registered investment advisor at Savant Wealth Management, based in Wellesley, MA, with 27 years of industry experience. John 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
80 William Street, Suite 260, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a sales associate at Home Depot since December 2014. This is not investment-related and takes about 35-50 hours per month.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
John Hancock Distributors LLCBroker
Nylife Distributors LLCBroker
Nylife Securities INC.Broker
Putnam Mutual Funds CORP.Broker
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.