Brent Martinson is a CFP-designated registered investment advisor at Savant Wealth Management, based in St. Paul, MN, with 21 years of industry experience. Brent 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
2250 Town Square Tower, 445 Minnesota Street, St. Paul, MN, 55101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent is a financial case manager at Case Central, LLC, producing financial reports for outside advisors, which is a full-time commitment. He also owns rental property and volunteers as an assistant hockey coach, dedicating about 10-20% of his time to coaching.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
PNC Investments
PNC InvestmentsBroker
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Fidelity Brokerage Services LLCBroker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
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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