ChFC

Stephen Cummings

18 Years of Experience

Chicago, IL

1 Disclosure

Stephen Cummings is a ChFC-designated registered investment advisor at Savant Wealth Management, based in Chicago, IL, with 18 years of industry experience. Stephen 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.

Savant Wealth Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

312 advisors

Number of Clients

18,145 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$38.1B

Fee Structure

Minimum Investment:$300K

Planning is included in investment management (also available separately)

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.

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Location

200 W. Madison Street, Suite 2601, Chicago, IL, 60606

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History

Regulatory History (1)

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Criminal

June 1988

Final Disposition

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Employment History

Current Registrations

Savant Wealth Management

May 2015 - Present · 11 yrs

Previous Registrations

Orion Capital Management INC

March 2007 - July 2015 · 8 yrs 4 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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