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Tesla Wealth Management

Rockford, Illinois
Website:
savantwealth.com
Rockford, Illinois
Website:
savantwealth.com
Overview
Leadership Interviews
Acquisition Model
Mandatory Points of Alignment
Advisor Value Proposition
Financial & Operations

Company Details

Approximate AUM
Approximately 19.7 Bn
Fee model
Broker Dealer
Insurance
Capital Source
19.7 Bn
Number of completed Acquisitions
12
Custodians
Schwab
Fidelity
Raymond James
Description

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, they serve individuals and families, executives and professionals, and businesses. Operating as a fully aligned model, they aim to make Savant the industry benchmark allowing them to attract, engage, retain, and reward the best talent.

Locations

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Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Tesla Wealth Management's Ideal Partner

Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process.

James Wilson

CEO of Savant Wealth Management

Company Videos

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Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Acquisition Model

Acquisition Structure
Full Acquisition
Equity offered
Yes
Earn out offered
Yes
Deal Terms
  • Closing consideration %: Savant typically closes with 70- 80% of the enterprise valuation released when closing conditions have been satisfied.
  • Retention terms: The standard retention period for amounts not paid at closing is 12 months.
Post Acquisition sharing of growth incentives
Prior to close, Savant will coordinate with the partner to set their base salary for the first year with Savant. After the first 12 months, the partner will move to Savant's standard compensation plan. In addition to the base salary, partners/advisors will receive a share of managed revenue ranging from 6% to 10%, along with an advisory team bonus.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Mandatory Points of Alignment

Brand Adoption
Requires Brand adoption day 1
Centralized Operations

Upon joining Savant, partners will centralize operations. This includes the technology stack, billing, compliance, HR, marketing, and more.

Calendar

Partners have total control over their calendars.

Financial decision making

Savant will centralize the P&L for advisors, so they can spend more time on client facing activities.

Client Experience

While advisors have ultimate say in what is recommended to clients, Savant does have a branded process they require advisors to adopt.

Practice Management

Savant considers its practice management support and assistance central to their value to their advisors and strongly urges partners to adopt it’s best practices.

Investment management autonomy

With the help of Savant's investment research and trading teams, partner offices will transition onto the Savant investment platform over the first couple of years in a highly tax-conscious manner.

Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

Advisor Value Proposition

No items found.
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.

AUM Growth

Over the past five years, buyer have experienced remarkable growth in their Assets Under Management (AUM). This expansion is the result of strategic initiatives and market positioning.
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Data Currently Unavailable

Recent News

Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
Big Tax Bill? Proactive Strategies to Minimize Your Future Tax Burden
As the saying goes, there are only two certainties in life: death and taxes. According to the IRS, in fiscal year 2023, the agency collected nearly $4.7 trillion in gross taxes, processed 271 million tax returns and other forms, and issued about $659 billion in refunds. With such a vast sum collected, chances are many taxpayers faced significant tax bills. Even though taxes cannot be avoided, there are strategies to help you manage your tax liability come mid-April each year.
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Awards and Industry Recognition

24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
24 May 2024
•
5 mins read
Six Steps to Creating An Effective Continuity Plan
Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors.
Visit media
Match confidence
N/a
video Overview
Getting started
03:30
There are all of the data points that we look at to help you find your match.
Company Share Price history
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Employee Benefits
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Technology Stack
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Compliance Overview
For this information you must be engaged with Alaris formally in their process. Please schedule a meeting for further information.
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Broker Dealer
Insurance
Schwab
Fidelity
Raymond James
Full Acquisition (all cash)
Full Acquisition (with equity rollover)
Banking
Family Office