Overview
- Headquarters
- Rockford, IL
- Total Firm Assets
- $55.6 billion
- Average High-Net-Worth Client Portfolio Size
- $5.1 million
- Stated Minimum Account Size
- $300,000
Recent Rankings
Barron's 2025:
12
Barron's 2024:
17
Fee Disclosure
Source: SAVANT WEALTH MANAGEMENT ADV PART 2A BROCHURE (2026-07-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% – 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.12%
- Number of High-Net-Worth Clients
- 6,562
- Total Client Accounts
- 81,840
- Discretionary Accounts
- 81,490
- Non-Discretionary Accounts
- 350
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 107271
- SAVANT WEALTH MANAGEMENT ADV PART 2A BROCHURE (2026-07-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗