Savant Wealth Management: Platform Profile

Overview

Savant Wealth Management is the primary consumer business name of SEC-registered adviser Savant Capital, LLC.

Current regulatory identity:

• Investment adviser: Savant Capital, LLC
• Primary business name: Savant Wealth Management
• CRD: 107271
• SEC number: 801-43144

Savant's current consumer wealth page says it typically works with households that have at least:

• Public typical client assets: $750,000+

Its regulatory investment-management disclosure states:

• Investment management portfolio minimum: $300,000

The correct universal minimum field is therefore:

Savant's services can include:

• comprehensive wealth management;
• investment management;
• financial planning;
• retirement planning;
• tax preparation under separate engagement;
• estate-planning coordination;
• executive planning;
• trust and wealth-transfer work;
• family-office services;
• institutional services.

May fit better for

• households around or above the $750,000 public typical-client reference;
• clients seeking planning and portfolio management under one relationship;
• investors who value in-house tax capability;
• executives with equity compensation;
• families seeking estate and wealth-transfer coordination;
• investors comfortable with AUM-based pricing;
• clients who may need alternatives or specialized managers.

May fit less well for

• very small portfolios;
• investors seeking an inexpensive automated-only robo;
• users who want one hard firmwide minimum;
• clients who assume the $750,000 public reference is an absolute account-opening rule;
• investors who assume 0.50% is the universal rate;
• clients who want all tax or specialist work included automatically.

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Savant Capital, LLC is the legal adviser

Current SEC information:

• Legal name: Savant Capital, LLC
• Primary business name: Savant Wealth Management
• CRD: 107271
• SEC number: 801-43144
• SEC registration status: Approved

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Current public typical-client reference is $750,000

Current comprehensive wealth-management page:

• Public typical client assets: $750,000+

The page says Savant can also consider households below that amount where future wealth growth is expected through:

• inheritance;
• career trajectory;
• other expected financial gains.

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Stand-alone investment management typically requires $300,000

Current regulatory brochure:

• Standalone investment management typical minimum: $300,000

This is a portfolio-opening reference for stand-alone investment management.

It is not the same as Savant's public comprehensive-wealth typical-client reference.

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Investment-management fees range from 0.50% to 1.50%

Current regulatory disclosure:

• Standalone investment management fee range: 0.50%-1.50%

The fee can depend on:

• assets under management;
• assets under advisement;
• service complexity;
• relationship scope.

Annual minimum fees can apply.

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Comprehensive wealth pricing also depends on scope and assets

Savant's wealth relationship can include both planning and investment management.

Pricing can differ because the engagement can incorporate:

• AUM;
• AUA;
• complexity;
• planning scope;
• acquired or legacy schedules.

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Stand-alone financial planning has separate costs

Current regulatory disclosure:

• Standalone financial planning fixed base range: $250-$10,000
• Standalone financial planning hourly range: $125-$500/hour

Special coaching programs can have different pricing.

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Executive Planning has a separate eligibility profile

Current regulatory brochure states Executive Planning uses adjusted net worth.

Disclosures show:

• Executive Planning eligible minimum adjusted net worth: $750,000
• Executive Planning preferred minimum adjusted net worth: $1,000,000

These are not the ordinary investment-management minimum.

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Tax services are under separate engagement

Current public wealth page states Savant can provide tax preparation where separately engaged.

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Current public scale should remain dated

As of June 30, 2026, Savant reports:

• Public client assets: $57.2 billion
• Public AUM: $55.7 billion
• Public AUA: $1.5 billion
• Clients served: 24,000+
• Office count: 70
• Employee member owner: 297

AUM and AUA are not interchangeable.

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Alternatives and outside managers can add another cost layer

Savant's investment universe and planning work can involve:

• real assets;
• specialized managers;
• private-market exposure;
• alternative strategies.

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Custody is third-party and relationship-specific

The account agreement identifies the qualified custodian.

Assessment

Savant's biggest comparison trap is minimums.

The current website's $750,000+ figure describes the type of client Savant typically serves in comprehensive wealth management.

The regulatory brochure's $300,000 figure describes stand-alone investment-management portfolio opening.

Neither should erase the other.

The fee range of 0.50%-1.50% is similarly relationship-specific.

Clients need the exact written fee, any annual minimum fee, the assets included in the billing base and the cost of tax or outside investment services.