Savant Wealth Management Minimum Investment (2026): What It Takes to Open an Account

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Updated September 18, 2026. Quick answer: $300,000 for Investment Management. Savant Wealth Management’s own Form ADV Part 2A brochure states this figure directly, though the firm can waive or reduce it at its own discretion. At that minimum, Savant Wealth Management’s own published fee schedule works out to $4,500 a year.

The minimum, in the firm’s own words

“We typically require at least $300,000 to open an investment portfolio.”

On waivability: “Savant retains the right to waive its account minimum and/or annual minimum fee, or charge a lesser investment management fee, based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.).”

Minimum investment and what it would cost

$300,000 at Savant’s disclosed 1.50% ceiling (the top of its published 0.50% to 1.50% range): $300,000 x 1.50% = $4,500.

Savant Wealth Management’s own fee schedule at other balances

What else to know

Savant states this $300,000 figure as a general, firm-wide condition to open an investment portfolio. Its Comprehensive Wealth Management fee paragraph (covering the 0.50% to 1.50% range used on this page) does not itself repeat a dollar figure.

What a larger account would cost

The minimum is only the entry point. On a $500,000 account, Savant Wealth Management’s own published fee schedule runs up to $7,500 a year (the published maximum); see the full dollar breakdown from Savant Wealth Management’s own fee disclosure across several account sizes.

Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.

Sources

• Savant Wealth Management Form ADV Part 2A Firm Brochure (July 30, 2026): https://savantwealth.com/wp-content/uploads/2026/07/Savant-ADV-Part-2A-July-2026.pdf
• SEC Investment Adviser Public Disclosure, Savant Capital, LLC dba Savant Wealth Management (CRD #107271): https://adviserinfo.sec.gov/firm/summary/107271
• Savant Capital, LLC dba Savant Wealth Management, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf

Methodology. This page was built September 18, 2026, quoting directly from Savant Wealth Management’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.