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Brent Brodeski

Savant Capital Management

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Paladin Research Report For:

Brent Brodeski

Savant Capital Management

Brent Brodeski, a financial fiduciary has been a Paladin Registry member since 2004. Brent is the owner of Savant Capital Management. Brent holds the Chartered Financial Analyst , Certified Financial Planner , Certified Public Accountant certifications and has over 30 years of experience. Brent provides financial services to clients in the Rockford, Illinois area.

I. Snapshot

A. Registry Member
  • Since 2004
B. Years of Experience
  • 30
C. College Degrees
  • Northern Illinois University - BS
  • Northern Illinois University - MBA
D. Certifications
  • CFA®, CFP®, CPA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

G. Asset Requirement
  • $500,000

II. Contact Information

A. Key Contact
  • Brent Brodeski
B. Main Location
  • 190 Buckley Drive
    Rockford, Illinois, 61107
C. Additional Locations
  • View
D. Telephone
  • 866.489.0500

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Savant Capital Management
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Savant Capital Management
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Schwab
  • TD Ameritrade
  • Fidelity

V. Credentials

A. Years of Financial Experience
  • 30 Years
B. College, Degrees, Years
  • Northern Illinois University - BS
  • Northern Illinois University - MBA
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA and IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • None
D. Registration & License Numbers
  • CRD: 2114022
  • IARD: 107271
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Illinois
    • Virginia
    • Wisconsin
  • Investment Products for Commission: See List
    • Illinois
    • Texas
    • Wisconsin
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that... View More
    Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the advisor’s services.  Some of the information given in this presentation has been produced by unaffiliated third parties and, while it is deemed reliable, the Advisor does not guarantee its timeliness, sequence, accuracy, adequacy, or completeness.  The Advisor does not attempt to furnish personalized investment advice or services through this presentation. Past performance is no guarantee of future results. Please Note: "Ideal" is not intended to give assurance as to achieving successful results.
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

B. Minimum Asset Requirement
  • $500,000
C. Number of Current Clients
  • 4,000
D. Assets (Management, Advisement)
  • $4649 (in millions)
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Skype/Video-Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Market Environment (Monthly)
  • Newsletters (Quarterly)
  • Other: ENewsletters
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Our vision is to help build ideal futures for our clients, our team, and the communities we serve. Since 1986, we have focused on one key principle: all financial advice should be made strictly in the best interest of the client. But it goes beyond that…we are committed to helping our clients achieve peace of mind through independent wealth management, wisdom, and perspective.

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • Yes
D. Limited Engagement Services
  • Financial Plan Reviews

IX. Certification

Advisor Name
  • Brent Brodeski
Most Recent Update:
  • Aug 23, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

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