Savant Wealth Management

Wealth Management Firm in Madison, WI

Firm Info
Address: 1200 John Q Hammons Dr #101A, Madison, WI 53717, USA
Phone: (608) 831-1300

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)

Get Connected with a Financial Advisor

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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 boasts a diverse range of clients that spans a variety of sectors. The firm excels in providing financial solutions to individuals and high net worth individuals. Additionally, SAVANT WEALTH MANAGEMENT offers its services to pension and profit sharing plans, charitable organizations, and other investment advisors. The roster also includes numerous corporate entities that fall outside the traditional realm of corporations eligible for such services. SAVANT WEALTH MANAGEMENT tailors its financial solutions to meet the unique needs of each of its clients, ensuring that they experience the highest level of satisfaction and success. SAVANT WEALTH MANAGEMENT offers several fee structures depending on the type of service provided. Clients have the option of choosing a percentage of AUM, an hourly fee, or fixed fees. AUM stands for assets under management and is a common term used in the financial industry to refer to the total value of assets that firms have under their management. The percentage of AUM fee structure means that clients pay a percentage of their assets under management to the firm for its services. Hourly fees, on the other hand, require clients to pay an hourly rate for the time that the firm dedicates to their accounts. Finally, fixed fees are predetermined and agreed upon between the firm and the client and remain unchanged for the duration of the agreement. SAVANT WEALTH MANAGEMENT ensures transparent and fair fee structures, and its clients can rest assured they are receiving the best value for their money.

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 Madison, WI Residents

Savant Wealth Management is a leading financial advisory firm that offers a wide range of services that can be tailored to meet the unique needs of individuals and businesses in Madison, WI. The team at Savant Wealth Management understands that every client has different financial needs and goals, and they work closely with each client to develop a customized plan that can help achieve their objectives. Madison, WI is a vibrant community that is home to a diverse range of businesses and individuals. Whether you are starting your own business, saving for retirement, or putting together a financial plan for your family, Savant Wealth Management can help. Some of the financial situations that people in Madison, WI may be facing include managing debt, saving for college, planning for retirement, and dealing with unexpected events such as job loss or illness. With a comprehensive approach to financial planning and investment management, Savant Wealth Management can help clients in Madison, WI navigate these challenges and achieve lasting financial success.

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 1200 John Q Hammons Dr #101A, Madison, WI 53717, USA
Phone (608) 831-1300
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

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