Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
General Information |
| Firm Start Year: | 1986 | |
| No. of Employees: | 100-499 | |
| Name of Custodial Firm: | Schwab, TD Ameritrade, Fidelity |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Office, Video Conference, Phone, Email, Our Offices |
Firm Information |
| Firm's Number of Clients: | 10,000+ |
| Assets Managed by Firm: | $19.4 Billion |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
FAQs |
Do you have a customer satisfaction or refund policy?No |
Do you offer any guaranteed results?No |
How much risk should I be willing to take?This depends on many factors such as the comfort level of the investor and what is required to achieve their goals. At Savant we utilize a robust discovery process to develop a plan and a risk assessment that makes sense for the individuals. |
What is your approach to financial planning?While many advisors manage money, we believe this is only a small piece of the equation. That's why our clients have access to a team that includes an advisor, investment researchers, attorneys, and tax accountants. Because Savant's team includes an in-house private trust department and seasoned taxation, accounting, and estate planning specialists, we help seamlessly coordinate these complexities all in one place. In essence, Savant's comprehensive wealth management services become your financial concierge. |
What are your fees for this service?Our fees are based on a percentage of the assets managed. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf https://savantwealth.com/disclosure-brochures/ |
|
Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
 |
 |
 |
 |