John Frisch is a CFP, PFS-designated registered investment advisor at Savant Wealth Management, based in Manassas, VA, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,145 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Contact
John Frisch
Location
9161 Liberia Ave, Suite #100, Manassas, VA, 20110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Savant Wealth Management
Previous Registrations
Alliant Wealth Advisors
Alexandria Capital
Alliant Wealth Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
Due to John’s special concern for the families who lost loved ones in the 9/11 terrorist attacks, he has continuously served as a docent at the 9/11 Pentagon Memorial in Arlington since the program’s inception in 2009. In addition, he will soon begin serving on the board of Court Appointed Special Advocates for Children (CASA). Away from work, he enjoys competitive ultra running (defined as running distances of 50 km or more) and boating. He is an avid fan of, and is annually disappointed by, D.C.’s professional sports teams. He lives in Manassas, Va., on the Occoquan River, with his family.