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
Iowa City, IA 52246
Credentials
Series 65
Industry experience
3 years
Financial planning fixed base fees range from $250 to $10,000; divorce planning fixed fees typically range from $5,000 to $50,000; online divorce courses $1,500 to $3,000; one-on-one divorce coaching $10,000 to $50,000.
$0 - $3,000,000: 0.70% of plan assets $3,000,001 - $5,000,000: 0.60% of plan assets $5,000,001 - $10,000,000: 0.50% of plan assets $10,000,001 - $20,000,000: 0.35% of plan assets $20,000,001+: 0.20% of plan assets
Financial planning consulting fees range from $100 to $500 per hour; estate planning and trust administration hourly rates range from $75 to $300 per hour depending on role.
Account minimum: $300,000 minimum to open an investment portfolio Minimum fee: Minimum annual fee of $2,500 for retirement plan services; other minimum annual fees may apply based on scope and complexity Fee-only: Savant is a fee-only investment management firm; fees are based on assets under management and/or advisement with no commissions or sales charges.
Savant Wealth Management
2024 - Present (2 years)
Savant Wealth Management
2022 - 2024 (2 years)
Terry Lockridge & Dunn Inc
2000 - 2022 (22 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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