Robert Stranges is a CFP-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 21 years of industry experience. Robert 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
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.
Learn about disclosures →Other Business Activities
Robert is the manager of Pupterra LLC, which provides outdoor adventure resources and land/camp rental opportunities. He spends about 10-20% of his time validating camp bookings, maintaining the website, and occasionally visiting the property for maintenance on weekends.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Empower Financial Services, INC.Broker
Empower Advisory Group, LLC
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
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.