Lois Basil is a CFP-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 14 years of industry experience. Lois operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
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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.
Contact
Lois Basil
Location
190 Buckley Drive, Rockford, IL, 61107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savant Wealth Management
Previous Registrations
Basil Financial Group
State Registrations1 state
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Additional Information
Lois has been involved in the financial services industry since 1997. She owned a Chicago-based accounting firm for 13 years and transitioned it into a fee-only comprehensive financial planning firm after she and her husband were unable to hire a fee-only planner who could meet their needs. Understanding the wider business opportunity, Lois enrolled in Northwestern University’s CERTIFIED FINANCIAL PLANNER™ program and in 2011 opened Basil Financial Group in the Northcenter neighborhood of Chicago. Her work with clients is elevated beyond just the technical and encourages positive financial change in their lives. Basil Financial Group joined with Savant in 2023.