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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...see more
Assets Under Mgmt
$13.43B
Investment Professionals
116
Locations
25
% 401K & Individual
% Discretionary
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
Reviews for Savant Wealth Management
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