Jeffrey Grimes is a CFP-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 1 years of industry experience. Jeffrey 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.
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Jeffrey is a Financial Planner for Corrigan Financial, Inc during a transition period following its acquisition by Savant Wealth Management. After the transition, the registration for Corrigan Financial, Inc will be withdrawn.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Corrigan Financial INC
State Registrations1 state
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