Guides › Financial Advisor Fees
Updated September 19, 2026. Quick answer: Savant Wealth Management is a registered investment adviser. Per its own current fee brochure, a $500,000 account would run up to $7,500 a year (the published maximum) under its published fee schedule; the minimum to open an account is $300,000 for Investment Management. Is it a fiduciary? Yes, as a registered investment adviser, on the advisory services this page covers.
Savant Wealth Management at a glance
| Fact | What Savant Wealth Management’s own pages say |
|---|---|
| Legal entity | Savant Capital, LLC dba Savant Wealth Management |
| Registration | Savant Wealth Management (“we”, “our” or “us”) is registered with the Securities Exchange Commission (“SEC”) as an investment adviser. |
| Fee on a $500,000 account | Up to $7,500 a year (the published maximum), per its own current brochure |
| Minimum to open an account | $300,000 for Investment Management |
| Cost to leave (exit fee) | See how to leave Savant Wealth Management |
What Savant Wealth Management’s own fee schedule charges
“Our fees for comprehensive wealth management services range from an annualized rate of 0.50% to 1.50% based upon total assets under management and/or advisement and the complexity of the client services required and/or provided, and the market where the client is located.”
Savant discloses a range (0.50%–1.50%) rather than dollar breakpoints; where a given client lands in that range depends on AUM, service complexity, and location, none of which is further quantified in the brochure. To avoid understating cost, the dollar figures apply the top of the disclosed range (1.50%) as a flat ceiling rate to each balance (balance x 0.015); an individual client’s actual fee could be lower, especially at higher balances.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,750 |
| $500,000 | $7,500 |
| $1,000,000 | $15,000 |
| $2,000,000 | $30,000 |
See the full breakdown, including how the figure is calculated, on Savant Wealth Management’s own fee page.
Is Savant Wealth Management a fiduciary?
Savant Wealth Management (“we”, “our” or “us”) is registered with the Securities Exchange Commission (“SEC”) as an investment adviser.
“When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours.”
We do not accept commission from any third parties in connection with those services.
Full detail, including the exact registration type and source: Savant Wealth Management’s fiduciary status, explained.
The minimum to open an account
“We typically require at least $300,000 to open an investment portfolio.”
$300,000 for Investment Management. See the full minimum-investment breakdown, including what that minimum would cost per year, on Savant Wealth Management’s minimum investment page.
What it costs to leave
A dedicated how-to-leave page for Savant Wealth Management covers the exit costs in full. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
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Source: WiserAdvisor’s service descriptionSources
- 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
- Form CRS (Client Relationship Summary) (October 1, 2024): https://reports.adviserinfo.sec.gov/crs/crs_107271.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 19, 2026, drawing directly on Savant Wealth Management’s own current fee brochure and Form CRS, both linked above, plus this site’s own already-published fiduciary, minimum-investment, and (where one exists) how-to-leave pages for the same firm, each independently sourced when it was built. 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 Savant Wealth Management’s own Form ADV Part 2A and Form CRS. We have not used Savant Wealth Management as a client. Savant Wealth Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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