Michael Mallon
Michael Mallon is a registered investment advisor at Savant Wealth Management, based in Middleton, WI, with 1 years of industry experience. Michael 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
8401 Greenway Boulevard, Suite 212, Middleton, WI, 53562
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Regulatory History (1)
Financial
August 2017Employment History
Current Registrations
Savant Wealth Management
State Registrations2 states
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