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
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Corcoran Group
August 2015 - October 2015 · 2 mos
Financial Services Advisory INC
January 2008 - November 2008 · 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
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.