Advisor at Savant Wealth Management
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Firm
Savant Wealth Management
Location
Huntsville, AL 35805
Credentials
CFP®, Series 63, Series 66
Industry experience
13 years
James Gunter II is a CFP® professional with 13 years of experience in financial advising. He is currently with Savant Wealth Management and has previously worked at Bridgeworth LLC, LPL Financial, Fleishel Financial Associates, and Raymond James Financial Services. Savant Wealth Management serves a diverse client base including individuals, families, charitable organizations, corporations, and retirement plans, managing approximately $37 billion in discretionary assets. The firm employs a structured, evidence-based investment approach using model portfolios with tax-aware strategies and offers a range of services such as financial planning, family office, trust services, 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.
3810 Nw Governors Drive, Suite 100
Huntsville, AL 35805
Alabama
Savant Wealth Management
2023 - Present (3 years)
Bridgeworth LLC dba Bridgeworth Wealth Management
2016 - 2023 (7 years)
LPL Financial
2016 - 2018 (2 years)
Fleishel Financial Associates, Inc.
2013 - 2016 (3 years)
Raymond James Financial Services Advisors INC.
2013 - 2016 (3 years)
Raymond James Financial Services, inc.
2012 - 2016 (4 years)
Fleishel Financial Associates
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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Huntsville, AL
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Series 65
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