Our clientele reside in almost every state; thus, our relationships and services span nationwide. Whether you just started building your wealth or you’ve accomplished significant multi-generational wealth, we offer various plans and platforms that adapt to your individual needs and asset level. Our proprietary processes and depth of our team help you leverage your financial assets and find the solution that best aligns with your personal or business goals, values, and your vision of your ideal future.
At Savant, we believe in being transparent with our fees, and we offer a variety of solutions for your individual or institutional financial needs. Please contact us today, and a representative will provide details on the fee structure for the service that best aligns with your asset level.
Savant Wealth Management
Savant Wealth Management provides comprehensive financial planning and wealth management services to high net worth individuals. In order to begin a Wealth Management relationship, you typically need to satisfy only one of the following requirements:
Have an investment portfolio of $500,000 within 12 months
- Anticipate $1,000,000 portfolio within 5 years
- Be an immediate family member of a client with portfolio over $5,000,000
- Satisfy a minimum fee of $5,000 per year for investment management
Savant Portfolios services are appropriate for those with less complex needs or smaller portfolios, those who are new to investing, and retirees with 401(k) rollovers.
For Wealth or Portfolios clients who prefer to work with us electronically or don't live near one of our offices, we offer an online solution - eSavant Advisor. Working with us digitally allows you access to the same investments and financial planning capabilities - delivered by your dedicated financial advisor - while enjoying the convenience of today’s digital technology.
Click here to contact an advisor today!