Savant Investment Group LLC

Item 5. Fees and Compensation

          SIG offers services on a fee basis, which can include fixed and hourly fees, as well as fees based upon assets
          under management or advisement.

          Financial Planning and Consulting Fees

         SIG can charge a fixed and hourly fee for providing financial planning and consulting services under a stand-
         alone engagement. These fees are negotiable but range from $1,000 to $10,000 on a fixed fee basis or
         from $200 to $400 on an hourly basis, depending upon the scope and complexity of the services provided.
         If the client engages the Firm for additional investment advisory services, SIG can offset all or a portion of
         its fees for those services based upon the amount paid for the additional investment advisory services. The
         terms and conditions of the financial planning or consulting engagement are set forth in the Advisory
         Agreement.

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    Disclosure Brochure                                                Savant Investment Group, LLC

       Investment Management Fees

       SIG offers investment management services for an annual fee based on the amount of assets under the Firm’s
       management. The Firm requires more than $1,000,000 to be eligible for Premier Wealth Management
       services. The management fee is assessed in accordance with the following fee schedules:

       Investment Portfolio Management (IPM):

                                   PORTFOLIO VALUE                         BASE FEE

                                       Up to $1,000,000                       1.25%

       Premier Wealth Management (PWM):

                                   PORTFOLIO VALUE                         BASE FEE
                                      First $1,000,000                        1.00%
                                      Next $2,000,000                         0.85%
                                      Next $ 2,000,000                        0.70%
                                      Next $ 5,000,000                        0.25%
                                     Above $ 10,000,000                       0.10%

       The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets
       being managed by SIG on the last day of the previous billing period.

       If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee
       payable with respect to such assets is not adjusted to reflect the interim change in portfolio value. For the
       initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
       is terminated, the fee for the final billing period is prorated through the effective date of the termination and
       the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.

       Additionally, for asset management services the Firm provides with respect to certain client holdings
       (e.g., held-away assets, accommodation accounts, etc.), SIG can negotiate a fee rate that differs from the
       range set forth above.

       Retirement Plan Consulting Fees

       SIG charges a fixed project-based fee to provide clients with retirement plan consulting services. Each
       engagement is individually negotiated and tailored to accommodate the needs of the individual plan sponsor,
       as memorialized in the Agreement. These fees vary, based on the scope of the

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    Disclosure Brochure                                                Savant Investment Group, LLC

       services to be rendered and can range up to $50,000 per annum for highly complex and involved
       engagements. In those situations, where SIG has agreed to manage a plan’s assets, the Firm can also
       charge an annual asset-based fee, which varies depending on the amount of assets to be managed, but
       based on the below:

                                   PORTFOLIO VALUE                         BASE FEE
                                      First $1,000,000                        1.00%
                                      Next $2,000,000                         0.85%
                                      Next $ 2,000,000                        0.70%
                                      Next $ 5,000,000                        0.25%
                                     Above $ 10,000,000                       0.10%

       Fee Discretion

       SIG can, in its sole discretion, charge a lesser fee for certain clients. Some criteria that SIG will use to
       determine the fee reduction include anticipated future growth in assets, existing related accounts, account
       composition, a pre-existing client relationship, and pro bono activities.

       Additional Fees and Expenses

       In addition to the advisory fees paid to SIG, clients can also incur certain charges imposed by other third
       parties, such as broker-dealers, custodians, trust companies, banks, and other financial institutions
       (collectively “Financial Institutions”). These additional charges can include transaction fees, custodial fees,
       fees attributable to alternative assets, reporting charges, charges imposed directly by a mutual fund or ETF
       in a client’s account as disclosed in the fund’s prospectus (e.g., fund management fees and other fund
       expenses), deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic fund fees,
       and other fees and taxes on brokerage accounts and securities transactions. The Firm’s brokerage practices
       are described at length in Item 12, below.

       Direct Fee Debit

       Clients provide SIG with the authority to directly debit their accounts for payment of the investment advisory
...

Item 7. Types of Clients

       SIG offers services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations,
       corporations and business entities.

       Minimum Account Value

       As a condition for receiving Premier Wealth Management services, SIG imposes a minimum portfolio value
       of $1,000,000. SIG, in its sole discretion, may reduce the minimum. Some criteria that SIG will use in
       that determination, is anticipated future growth in assets, existing related accounts, account composition,
       and a pre-existing client relationship. SIG can aggregate the portfolios of family members to meet the
       minimum portfolio size.

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    Disclosure Brochure                                               Savant Investment Group, LLC

       Item 8. Investment Strategies and Risk of Loss

       Investment Strategies

       SIG use a two-part process to develop an investment strategy for a client. The first part is to create an asset
       allocation policy for each client, based on their investment time horizon, tolerance for volatility, and any
       constraints the client may have. The broad asset allocation targets – typically the split between equities and
       fixed income -- will be stated in the client Investment Guidelines. The more specific allocation, determining
       how much is allocated to investments such as value stocks, small capitalization stocks, international
       investments, and various maturities and sectors of the bond market, will be decided by the investment advisor
       in conjunction with policies determined by the Investment Committee.

       The second part of the investment strategy is to implement the asset allocation using primarily mutual
       funds and ETFs. The choice of the mutual funds and ETFs will be made by the investment advisor, who
       will use the Recommended Strategies determined by the Investment Committee as the primary guide,
       although, for tax purposes or other specific reasons, the investment advisor can deviate from those
       Recommended Strategies. In some cases, the investment advisor may choose specific separately managed
       accounts or individual portfolios of securities in lieu of mutual funds, typically because of tax aspects or
       cost efficiency reasons.

       Risk of Loss

       Investing involves risk, including the potential loss of principal, and all clients are guided accordingly and
       informed of those risks. The returns to clients resulting from Savant’s recommendations will be largely
       dependent on the market movements of global and domestic stock and bond markets. There can be no
       assurance that SIG will be able to accurately predict those market movements.