Savant Wealth Management

Assets Under Management

$29.1B

Number of Clients

15,586

Number of Advisors

289

Average Client AUM

$1.9M

AUM per Advisor

$100.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Savant Wealth Management provides investment advisory and financial planning services, including investment management, financial planning, estate planning, tax advisory, trust services, accounting, executive planning, and family office services. They also offer divorce planning through Wife2CFO.

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
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Location

190 Buckley Drive, Rockford, IL, 61107

289 Advisors at this firm

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