Client Requirements

In order to ensure that we serve our clients to the best of our abilities and in most cases exceed their expectations, we need to limit the number of new clients that retain us each year. The following is a schedule of the basic minimum requirements to begin a relationship with Savant.  You need to satisfy only one of the following:

• An investment portfolio of $500,000 within 12 months.
• Satisfy a minimum fee of $5,000 per year for investment management.
• Anticipated $1,000,000 portfolio within 5 years ($2,500 minimum fee applies).
• Investment portfolio of $250,000 with annual savings of approximately $50,000 per year ($2,500 fee min applies).
• Annual savings of approximately $100,000 ($1,500 minimum fee applies).
• Immediate family member of client with a portfolio over $1,000,000 ($1,500 minimum fee).
• Immediate family member of a client with portfolio over $5,000,000 (no minimum applies). 

Or contact us for more information.