David Harris is a CFP-designated registered investment advisor at Savant Wealth Management, based in Birmingham, AL, with 36 years of industry experience. David 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.
Location
101 25th Street North, Suite 100, Birmingham, AL, 35203
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Regulatory History
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.
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David owns rental real estate in Santa Rosa Beach, FL since 2015. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Bridgeworth Wealth Management
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
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.