logo Where2Invest
Toggle navigation
  • Home
  • Automated Investment Service
  • P2P Lending
  • Stocks / ETFs / Mutual Funds
  • Banking
  • About
  1. Home
  2. Automated Investment Service
  3. eSavant

investmentProvider.investmentProvider.displayName eSavant

eSavant Advisor provides online wealth management for investors who prefer to work with us electronically or don’t live near an office. You get the same investment and financial planning capabilities – and your own dedicated financial advisor – while enjoying the convenience of electronic communications.

eSavnt does not sell products, and thus are able to deliver objective fiduciary advice and fully transparent service to you, our clients. Additionally, Savant does not receive benefits from brokerage services, commissions or finder’s fees. This independence allows us to remain impartial and do what is in your best interest, giving you the peace of mind that comes from engaging in only the most trusting relationship. The unwavering focus on service has created a family atmosphere in which employees and clients are proud to be associated with Savant.

 

Why eSavant AdvisorThe eSavant Advantage?

  1. Your own personal financial advisor and support team to help you meet your personal and financial goals.
  2. Full financial planning – just because you work with us online, doesn’t mean you get less. Our full suite of financial planning services is available as your needs dictate.
  3. Online account opening and electronic signature.
  4. Virtual meetings – meet with your advisor from the comfort of your own home or office. 
  5. eSavant FAQs
  6. Suite of online tools:
  7. Investor Profile Survey – tell us about yourself – immediately see our recommended investment portfolio.
  8. Is Savant Right for You? -- suggests which type of advice provider might best match your needs.
  9. Client Web Portal – secure site to view your:
  • Portfolio holdings
  • Investment Performance
  • Transactions
  • Document vault
Get Started

Facts

Management Type
Fully Automated Platform
Total Assets
$4.1B
Portfolio Composition
ETFs
Optimizations
  • Automatic Rebalancing
  • Automatic Tax Loss Harvesting
  • Tax Optimized Portfolio Design
Free Trial
Minimum Balance
$50000
Mobile Support

Company Information

Website
http://savantcapital.com
Phone
(866) 489-0500

Related News

  • The Importance of Your Winery's Value Proposition - wineindustryadvisor.com - Wed Dec 18 08:00:00 UTC 2019
  • The Art of Premium Pricing - wineindustryadvisor.com - Wed Nov 06 08:00:00 UTC 2019
  • What Is Customer Service? - wineindustryadvisor.com - Wed Oct 23 07:00:00 UTC 2019
  • Selling to Different Generations: Gen X, Millennials and Gen Z - wineindustryadvisor.com - Wed Jun 12 07:00:00 UTC 2019
  • The Freewheeling Life of the Virtual Advisor - ThinkAdvisor - Mon Aug 25 07:00:00 UTC 2014
  • Selling to Different Generations: Silent Generation and Baby Boomers - wineindustryadvisor.com - Wed Jun 05 07:00:00 UTC 2019
  • Facet Wealth appoints Mark Tibergien's 'reverse mentor,' Kayla Kennelly, to woo cast-off RIA clients, a boon to a mass affluent strategy that's failed more than once - RIABiz - Tue Sep 25 07:00:00 UTC 2018
  • LPL replaces the great Bill Morrissey with UBS' digital whiz - RIABiz - Fri Sep 14 07:00:00 UTC 2018
  • Oisin's Bits: DriveWealth is newest RIA custodian with VC money and an Apex mindset; Vestmark hits $1 trillion and promptly gives RIAs means to crank out push-button hedging across accounts - RIABiz - Mon Oct 01 07:00:00 UTC 2018
  • As era ends, Bill Morrissey steps down to make way for younger exec who leaves job as UBS's digital guru - RIABiz - Mon Jun 25 07:00:00 UTC 2018
  • Apex Clearing adds Ron Fiske to its Pershing mafia as it plays bigger for emerging asset class -- RIA digital - RIABiz - Wed Feb 08 08:00:00 UTC 2017
  • The Future Robo Adviser: Smart and Ethical? - Wall Street Journal - Tue Jun 19 07:00:00 UTC 2018
  • Bloomberg warns that BloombergBlack is shutting down - RIABiz - Thu Jul 25 07:00:00 UTC 2013
  • What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it? - RIABiz - Wed May 08 07:00:00 UTC 2013

Reviews & Ratings

User Impressions
User Ratings
not enough ratings
My Rating
Expert Ratings
None
Get Started
logo for WeChat