1 /5 Jeffrey Wampler: Watch your money with these guys, the only positive thing, I can say is they are honest about who they are in marketing ("fee only advisory firm"), sad I was too dumb to understand, the is NOT a feature. Their advisor Tony Spartanburg told me about their track record and that they have 1M floor, while they have many articles suggesting they need 300K as a minimum.
Regardless they got the 1M, invested about 1/2 of it after a month, then charged fees for 5 mos with still only 1/2 invested, and what they invested lost money. But, heres the cool part (for them) if at any moment there is an increase in the assets they charge fees over the 1M floor @1%, and when its at a loss, they say its a floor.
So.... if you consider this company make sure you understand their fee structure. Also to add, I have 6 other firms I work with, and the same window was a gain on invested assets, and Savant was a loss. As with any investment, no one should care about fees if its making more than their peers net of fees. In my case, they not only didnt make any money, but, lost money, doubled down on fees, and had a pompous attitude when I called to discuss it.
IMHO there are much better firms to invest with.
