SSB Managed Wealth provides investment advice and financial planning services. SSB helps clients with investment objectives, asset allocation, and written investment strategies. SSB also offers financial planning consulting services including risk assessment, investment planning, estate planning, and financial organization. SSB contracts with Savant Capital LLC for portfolio management and other services.
Assets Under Management$38M
Clients18
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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