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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Contact
Jeffrey Lewis Schatz
Location
9161 Liberia Ave, Suite 100, Manassas, VA, 20110
Get directionsHistory
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
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Alliant Wealth Advisors
February 2017 - July 2022 · 5 yrs 5 mos
West Financial Services, INC.
January 2014 - February 2017 · 3 yrs 1 mo
Financial Network Investment Corporation
February 2011 - June 2012 · 1 yr 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Additional Information
Named DC's Best Financial Advisor - 2016 byWashingtonianMagazine.
Contact
Jeffrey Lewis Schatz