Savant Capital Management Review


Trust Score 88%
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Savant Capital Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 63 advisors. Savant Capital Management manages $6 billion and provides investment advisory services for 4,154 clients (1:66 advisor/client ratio).

Their fees range from an annualized rate of .50% to 1.25% based upon total assets under management and/or advisement and the complexity of the client services required and/or provided, and the market where the client is located.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 66 clients (industry average 1:50)

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Their fees range from an annualized rate of .50% to 1.25% based upon total assets under management and/or advisement and the complexity of the client services required and/or provided, and the market where the client is located.
Minimum Investment $400,000
Minimum Annual Fee $0
Average Account AUM $1,352,263
Hybrid Advisor No
Disciplinary History No
Total AUM $6 billion
Advisor / Client Ratio 1:66
Headquarters 190 Buckley Drive Rockford, IL 61107
SEC Filings Forms and Brochures


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