John Williams
John Williams is a registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 22 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
190 Buckley Drive, Rockford, IL, 61107
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Regulatory History (1)
Regulatory
May 2003Other Business ActivitiesSells Insurance
John has been involved in independent insurance sales since 1998. This activity requires a few hours per week.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Capital Directions LLC
Wealthguard Advisory Group, LLC
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.