Jeffrey Schatz is a CFP-designated registered investment advisor at Savant Wealth Management, based in Manassas, VA, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, 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.
Contact
Jeffrey Schatz
Location
9161 Liberia Ave, Suite 100, Manassas, VA, 20110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Savant Wealth Management
Previous Registrations
Alliant Wealth Advisors
West Financial Services, INC.
Financial Network Investment Corporation
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.
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Additional Information
Named DC's Best Financial Advisor - 2016 byWashingtonianMagazine.