Joel Cundick is a CFP-designated registered investment advisor at Savant Wealth Management, based in Rockford, IL, with 11 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Federal Employees, and 5 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
190 Buckley Drive, Rockford, IL, 61107
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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
Corcoran Group
Financial Services Advisory INC
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.
Exams
Additional Information
Joel has been involved in the financial services industry since 2004, after beginning his career in hotel finance with Marriott International. Prior to joining Savant, he worked at a Registered Investment Advisor in Rockville, MD, and then served as Vice President of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015. He has a membership interest in Savant and serves on the Investment Committee.