Tory Meiborg is a registered investment advisor at Savant Wealth Management, based in Cedar Rapids, IA, with 27 years of industry experience. Tory 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
221 3rd Ave SE, Suite 215, Cedar Rapids, IA, 52401
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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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Tory is co-founder of Maxwell Meiborg Foundation, co-owner of TLD-WT LLC, a board member at Cottage Grove Place, and financial manager for Cedar Rapids Scottish Rite, dedicating minimal time to each activity. None of these activities are insurance-related.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Ausdal Financial Partners, INC.Broker
World Trend Financial Planning Services, LTD.
World Trend Financial Planning Services, LTD.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.