Savant Wealth Management

Wealth Management Firm in Downers Grove, IL

Firm Info
Address: 5151 Mochel Dr Suite 301, Downers Grove, IL 60515, USA
Phone: (630) 271-0033

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 a fee-based registered investment advisory firm that specializes in providing investment advice. The firm has been in business since 1993 and is headquartered in Rockford, IL. As an investment advice-only firm, SAVANT WEALTH MANAGEMENT provides a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisors. In addition to its advisory services, SAVANT WEALTH MANAGEMENT also offers a variety of educational seminars and workshops to help clients stay informed and knowledgeable about changes in the financial industry. The firm also publishes periodicals and newsletters on relevant investment topics to keep clients up-to-date on current market trends and best practices. Overall, SAVANT WEALTH MANAGEMENT is dedicated to helping its clients achieve their financial goals through a personalized and comprehensive approach to investment advice and management. With years of experience and a commitment to excellence, the firm has established itself as a leading provider of wealth management services.

SAVANT WEALTH MANAGEMENT caters to a broad range of clients from individuals to high net worth individuals, and pension or profit sharing plans, charitable organizations among others. The team of experts at SAVANT WEALTH MANAGEMENT leaves no stone unturned in guiding their clients with the best possible investment solutions to optimize their portfolio returns. SAVANT WEALTH MANAGEMENT also extends its services to investment advisors, and other corporation types not listed here. SAVANT WEALTH MANAGEMENT offers a wide array of fee structures, dependent on the services provided by the firm. Clients can choose between percentage of AUM (Assets Under Management) which is primarily applicable to wealth management services and means a certain percentage of total assets managed are charged as fees, an hourly rate is charged for consultation services which varies based on the duration and complexity of the advice provided. Lastly, fixed fees are also available for specific services. An experienced team handling diverse investment needs, SAVANT WEALTH MANAGEMENT ensures that its clients are satisfied with their investment returns without worrying about the fee structure.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum at Savant Wealth Management is $300,000 to open an investment portfolio, according to their Part 2 Brochure. Clients who want additional wealth management services will need to meet minimum annual fee thresholds that vary from $3,000 to $10,000 depending on the complexity and scope of the services they receive.

How This Office Can Help Downers Grove, IL Residents

Savant Wealth Management is a financial advisor dedicated to helping clients in Downers Grove, IL achieve their financial goals. If you live in Downers Grove, IL, you may be facing a variety of financial situations, such as saving for retirement, managing your assets, and planning for your children's future. Savant Wealth Management can help with all these issues and more. Their team of experienced financial advisors works closely with clients to develop customized financial plans that are tailored to their unique situations. They offer a wide range of services, such as investment management, tax planning, estate planning, and retirement planning. In addition, they provide ongoing support and guidance to help clients stay on track and make adjustments as needed. Whether you are just starting out in your career, or you are nearing retirement, Savant Wealth Management can help you achieve financial success and peace of mind.

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 5151 Mochel Dr Suite 301, Downers Grove, IL 60515, USA
Phone (630) 271-0033
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.