Savant Investment Advisers offers financial planning and investment advisory services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management includes portfolio monitoring and performance appraisal, utilizing asset allocation planning software and various investment options like mutual funds and exchange-traded funds. Savant's representatives are also registered with Osaic Wealth, a broker/dealer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.45% |
| $1.3M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 1.00% |
Schedule is for the VISION2020 Wealth Management Platform – Model Portfolios Program. Fees are negotiable. Additional ancillary fees may apply. The Advisor Managed Portfolios (AMP) program has a maximum fee of up to 2.5% and may or may not bundle transaction costs.