Brent Brodeski AIFA®, CFA®, CFP®, CPA, Chief Executive Officer, Principal, Financial Advisor Savant Capital Management

Brent Brodeski is chief executive officer, principal and financial advisor at Savant Capital Management. Savant Capital Management is a nationally recognized, independent, fee-only wealth management firm serving clients since 1986. We do not sell products, and thus are able to deliver objective fiduciary advice and fully transparent service to our clients. Savant offers integrative investment management and financial planning solutions to individuals, families, foundations, trust funds, retirement plans and nonprofit organizations. Using a time-tested, evidence-based and common sense approach, we provide investors access to an ideal portfolio option and proactive, customized planning advice, all while considering the tax implications over a lifetime.

At a Glance

  • 200 South Wacker Drive, Suite 3100
    Chicago, IL 60605

  • Assets Under Management $4.2 billion
  • Minimum Net Worth Requirement

    $1 million in assets (investment services)

  • Financial Services Experience

    25 years

  • Compensation Method

    Asset-based and fixed fees (planning services); Asset-based fees (investment services)

  • Primary Custodian for Investor Assets

    TD Ameritrade, Charles Schwab, Fidelity

  • Locations

    Illinois: Rockford(headquarters), Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, Willmette; Wisconsin: Madison and Park Falls; Virginia: McLean

  • Association Member ARIA, CFA Institute, FPA, World Presidents' Organization, Young Presidents' Organization, Zero Alpha Group
  • Minimum Fee for Service None
  • Largest Client Net Worth Confidential
  • Professional Services Provided
    • Planning
    • investment advisory services
    • tax management, private trusts
    • wealth transfer and corporate retirement plans

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