SAVANT WEALTH MANAGEMENT
Rockford, Illinois
3.2
5 Reviews
Savant Wealth Management, a regional investment advisory firm headquartered in Rockford, IL, is dedicated to providing comprehensive financial planning and wealth management services. With a team of 333 professionals, including 116 experienced investment advisors, Savant offers expertise and personalized solutions to over 5,630 individual clients. Their assets under management exceed $13,426,998,000, primarily serving high net worth individuals. One of Savant's distinguishing features is their compensation structure, which encompasses various methods such as a percentage of assets under management and fixed fees. Their investment...
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Assets Under Mgmt

$13.43B

Investment Professionals

116

Locations

25

% 401K & Individual

17%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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