Savant Wealth Management offers investment management and financial planning services, including estate planning, tax advisory, trust services, accounting, and consulting. Savant also provides divorce planning services through Wife2CFO. Savant manages client investment portfolios and offers financial planning services on a stand-alone fee basis.
Assets Under Management$38B
Clients18,145
Advisors312
Avg. per Client$2.1M
Avg. per Advisor$120M
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
312 Advisors at this firm
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