Savant Wealth Management

Retirement Planning Firm in Peoria, IL

Firm Info
Address: 7308 N Willowlake Ct, Peoria, IL 61614, USA
Phone: (309) 693-0300

Firm Size
Assets Under Management: $13.1 billion
# of Advisors: 100
# of Clients: 7,818
Client to Advisor Ratio: 78:1
Average Account Size: $1.7 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Savant Wealth Management Overview

SAVANT WEALTH MANAGEMENT is an investment advisory firm that is headquarter in Rockford, IL. The firm has been in business for over 25 years, since 1993. SAVANT is a fee-based firm, which means that clients only pay for its services. Unlike other firms, SAVANT only provides investment advice, making it different from the rest. SAVANT offers a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, pension consulting services, selection of other advisors, publication of periodicals or newsletters, and educational seminars and workshops. These services are personalized to meet the unique needs of each client. At SAVANT, portfolio management is a significant part of what they do. The firm's expert team of investment professionals uses their knowledge and experience to create economic stability for clients. Their team works closely with clients to develop investment strategies that align with their financial goals and risk tolerance level. SAVANT is committed to providing the highest quality of service to its clients. The firm's educational seminars and workshops teach clients about basic investing principles and techniques. Its publications, on the other hand, provide clients with current and informative investment information. Overall, SAVANT WEALTH MANAGEMENT is a firm that is dedicated to serving its clients' financial needs by providing sound investment advice.

SAVANT WEALTH MANAGEMENT caters to a diverse range of clients which includes individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, other investment advisors, and other corporate entities. The firm strives to meet the unique financial goals and needs of each client by providing tailored solutions that are aligned with their specific requirements. When it comes to the fee structure, SAVANT WEALTH MANAGEMENT offers flexible options that cater to the needs of different clients. Depending on the services availed, clients can choose from different fee structures such as a percentage of AUM, hourly fee, or fixed fee. The percentage of AUM means charging a percentage of the total assets under management, while hourly fee means charging clients for the time spent on services like financial planning or investment advice. Fixed fees, on the other hand, involve charging a pre-determined fee for a particular service like investment management. SAVANT WEALTH MANAGEMENT ensures that fee structures are transparent and reasonable, providing a higher level of accountability and trust for their clients.

Typical Clients, Fee Structures & Investment Minimum

According to Savant Wealth Management's Part 2 Brochure note about investment minimums, the firm typically requires at least $300,000 to open an investment portfolio. However, clients who wish to receive additional wealth management services are subject to minimum annual fee thresholds ranging from $3,000 to $10,000 depending on the scope and complexity of the services provided.

How This Office Can Help Peoria, IL Residents

Mosaic Fi is a financial advisor that assists clients in Lincolnshire, IL with a wide array of financial issues. One specific financial situation that someone living in Lincolnshire, IL might be facing is planning for retirement. Many individuals are uncertain whether they have saved enough for retirement or are unsure about the best way to invest their retirement savings. Mosaic Fi provides a range of retirement planning services, including creating a personalized retirement plan, evaluating existing 401(k) plans, and identifying and minimizing risks associated with retirement investments. Another financial situation that clients in Lincolnshire, IL may face is managing debt. With the high cost of living in the area, it's not uncommon for residents to struggle with credit card debt, student loans, and mortgages. Mosaic Fi can help clients manage debt by providing debt consolidation advice, analyzing budgets to identify areas where money can be saved, and creating a debt payoff plan that can help individuals pay off their debts more quickly. By providing personalized solutions for clients in Lincolnshire, IL, Mosaic Fi helps individuals achieve their financial goals and live happier, less stressed lives.

To view the Minimum Investment and Fee Schedule for Savant Wealth Management, visit their Part 2 Brochure.

Services Offered by Savant Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Savant Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 7308 N Willowlake Ct, Peoria, IL 61614, USA
Phone (309) 693-0300
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 190 BUCKLEY DRIVE, ROCKFORD, IL 61107, United States

This firm has no other locations.

State Registrations

Savant Wealth Management is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Savant Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs