Edward Thomas is a CFP, ChFC-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 7 years of industry experience. Edward 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.
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Edward is a commissioned Marine Officer in the United States Marine Corps, focusing on current operations planning. This takes about a quarter to nearly half of his time, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Bridgeworth Wealth Management
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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