Advisor at Savant Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Savant Wealth Management
Location
Clinton, SC 29325
Credentials
Series 63, Series 65
Industry experience
13 years
David Ramage is a financial advisor with Savant Wealth Management, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining Savant in 2023, he worked at Swaimbrown Wealth Management and Upstate Insurance Consultants, where he remains a part-owner and provides oversight. Savant Wealth Management offers comprehensive wealth and investment management services to individuals, families, charitable organizations, corporations, and retirement plans. The firm employs a structured, evidence-based investment approach using diversified model portfolios and provides a range of additional services including financial planning, family office, trust, and corporate retirement plan consulting.
Based on Savant Wealth Management
Based on Savant Wealth Management
Fixed fees for stand-alone financial planning range from $250 to $10,000; Divorce planning fixed fees range from $5,000 to $50,000; Divorce education courses range from $1,500 to $3,000; One-on-one coaching ranges from $10,000 to $50,000.
$0 - $3,000,000: 0.70% of plan assets (retirement plan investment management) $3,000,001 - $5,000,000: 0.60% of plan assets (retirement plan investment management) $5,000,001 - $10,000,000: 0.50% of plan assets (retirement plan investment management) $10,000,001 - $20,000,000: 0.35% of plan assets (retirement plan investment management) $20,000,001+: 0.20% of plan assets (retirement plan investment management)
Financial consulting fees range from $100 to $500 per hour; Estate Planning and Trust Administration fees range from $75 to $275 per hour depending on staff; Wealth Transfer Services fees range from $75 to $300 per hour depending on staff.
Account minimum: $300,000 Minimum fee: Minimum annual fees vary by service and complexity; retirement plan services have a $2,500 minimum annual fee; plan administration services have a $5,000 minimum annual fee. Fee-only: Savant is a fee-only investment management firm; fees are paid solely by clients with no commissions or sales loads.
301 North Broad Street
Clinton, SC 29325
South Carolina
Savant Wealth Management
2023 - Present (3 years)
Swaimbrown Wealth Management, LLC
2013 - 2023 (10 years)
Upstate Insurance Consultants, LLC
2012 - 2023 (11 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 65
Clinton, SC
Savant Wealth Management
CFP®, Series 63, Series 66
Laurens, SC
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Series 66
Laurens, SC
Edward Jones
Series 66
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Edward Jones
Series 63, Series 65
Laurens, SC
LPL Financial
Series 66
Laurens, SC
LPL Financial
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