Savant Capital LLC

Item 5 – Fees and Compensation

Savant’s fee for managing client portfolios is based on a percentage of the client’s total assets under management
and/or advisement. This fee is payable, in advance, on a quarterly basis. Advisory fees are based on account values
as of the end of the previous quarter. Fees are calculated on a prorated basis for deposits received during the
current quarter, but Savant does not reimburse fees for account withdrawals made during the quarter.
The fee schedule is subject to change upon prior written notice to account holders. Fees may be higher or lower
than those charged by other advisors, and clients may be able to obtain similar services elsewhere for a lower fee.
Savant retains the right to waive or negotiate fees in certain circumstances and to modify the below fee schedules.
In addition to Savant’s fees, Third Party Managers charge their own fees as set forth in each client’s investment
advisory agreement, as amended from time to time.
Certain Savant services will be provided, and billed by, our wholly owned subsidiary, SABA, or our affiliated law
firm, Savant Legal. The client does not pay a higher fee to SABA or Savant Legal for the desired services as a result
of this arrangement between Savant and SABA or Savant Legal.
Comprehensive Wealth Management
Our fees for comprehensive wealth management services range from an annualized rate of 0.50% to 1.50% based
upon total assets under management and/or advisement and the complexity of the client services required and/or
provided, and the market where the client is located.
Our fees are subject to annual minimum amounts based on the scope and complexity of the services that we
provide. Clients that are subject to the annual minimum fee but do not maintain a certain level of assets under
Savant’s management, will pay a higher annualized rate than those referenced above.

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Savant believes that it is important to address financial planning issues with each client on an ongoing basis.
Savant’s fee, as set forth above, will remain the same whether the client determines to address planning issues
with Savant or not. Savant remains available to address planning issues with the client on an ongoing basis.
Investment Management
Our fees for stand-alone investment management services range from an annualized rate of 0.50% to 1.50% based
upon total assets under management and/or advisement and the complexity of the client services required and/or
provided. We typically require at least $300,000 to open an investment portfolio.
Our fees are subject to annual minimum amounts based on the scope and complexity of the services that we
provide. Clients that are subject to the annual minimum fee but do not maintain a certain level of assets under
Savant’s management, will pay a higher annualized rate than those referenced above.
Financial Planning
Our fees for stand-alone financial planning services will be based on the size, scope, and nature of each individual
project, and will be determined prior to the commencement of the engagement. The typical fixed base services
range in cost from $250 to $10,000. We also provide financial consulting on specific topics with fees that range
from $100 to $500 per hour depending on the topic and the professional providing the services.
The client and Savant typically agree that the project will be billed upon completion of the project, and that the
relationship will end at the time of project delivery. More complex projects require the payment of a retainer prior
to the start of the project. The initial retainer will be applied against the final invoice. Final payment is due within
30 days of receipt of the bill. However, if completion of the project is delayed beyond 6 months because requested
information has not been provided, Savant retains the right to progress bill for work that has been performed to
date.
Divorce Planning Services
Fees for divorce planning services are based on the level and scope of the engagement and the expertise of the
professional(s) involved. Fixed fees typically range from $5,000 to $50,000 and require an initial retainer, which is
applied to the final invoice. Any unused portion of the retainer will be refunded. Hourly fees range from $125 to
$500 per hour and are payable in arrears. Fees for the Wife2CFO program depend on the length and content of
the curriculum. Online courses range from $1,500 to $3,000 payable in advance and one-on-one coaching ranges
from $10,000 to $50,000 with half payable in advance and the remaining balance due upon completion.
Executive Planning Services
Our fees for Executive Planning Services are based upon the client's adjusted net worth (eligible minimum
adjusted net worth is $750,000, with a preferred minimum net worth of $1,000,000) which includes all investment
assets including non-qualified deferred compensation plans, retirement plans, 529 plans, UTMA and UGMA
accounts, investment real estate, personal investment assets and the value of employer stock-based
compensation such as the value of vested stock options (net of taxes), the value of phantom stock, the value of
performance awards, the value of stock appreciation rights (net of taxes), the value of executive stock purchase
plans (ESSPP), and the value of vested restricted stock. The value of personal residential real estate holdings is not
included when calculating adjusted net worth.
Estate Planning and Wealth Transfer Service
Our fee for stand-alone estate planning and wealth transfer services is charged at an hourly rate or project-based
flat fee based on the complexity of the deceased client’s asset structure and the complexity of the administrative
provisions set forth in the deceased client’s estate planning documents. The hourly rates are provided below.
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Item 7 – Types of Clients

Savant offers its investment services to various types of clients, including:
•   High net worth individuals
•   Individuals other than high net worth individuals
•   Pension and profit-sharing plans
•   Charitable organizations
•   Corporations or other businesses not listed above
Our investment advisory services are conditioned upon meeting certain minimum asset and fee thresholds
established by Savant for each of the services it offers. We typically require at least $300,000 to open an
investment portfolio. Clients that wish to receive additional wealth management services are subject to minimum
annual fee thresholds based on the scope and complexity of the services provided.

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