Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningHigh Net WorthFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
289 advisors
Number of Clients
15,586 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$29.1B
Fee Structure
Minimum Investment:$300K
Financial Planning:Included in AUM fee
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Location
190 Buckley Drive, Rockford, IL, 61107
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
June 2010 - Present · 15 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
June 2007 - June 2009 · 2 yrs
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.