James Ostrander is a registered investment advisor at Savant Wealth Management, based in Satellite Beach, FL, with 23 years of industry experience. James 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
1300 Highway A1A, Suite 103, Satellite Beach, FL, 32937
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Firstwave Financial
Invest Financial CorporationBroker
Invest Financial Corporation
Investacorp Advisory Services INC
Investacorp, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Sentra Securities CORP
Kemp Financial Management, LLC
Sentra Securities CorporationBroker
Edward JonesBroker
State Registrations1 state
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