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  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
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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

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