Kristy Schaffer is a CFP, PFS-designated registered investment advisor at Savant Wealth Management, based in St Paul, MN, with 12 years of industry experience. Kristy 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
2250 Town Square Tower, 445 Minnesota St, St Paul, MN, 55101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristy is a partner at Irwin Schaffer, LLC, a CPA firm providing accounting, taxation, consulting, and estate planning services. This takes about half of her time, mostly during securities trading hours.
Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Prairieview Partners, LLC
State Registrations1 state
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