Kevin Means is a CFA-designated registered investment advisor at Sapient Investments LLC, based in New Hope, PA, with 21 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 36 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Schedule reflects the Global Macro Portfolio. Multi-Strategy and Directly Indexed Portfolios charge 1.00% up to $2M, 0.75% up to $5M, 0.625% up to $10M, and 0.50% over $10M. Custom Core Portfolios charge a flat 0.50% on all assets. Global Macro qualified clients may opt for a performance-based fee (20% of profits on the first $2M, scaling down to 6.67% over $10M) instead of the asset-based fee.
Fee Estimator
Location
New Hope, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sapient Investments LLC
Previous Registrations
Prestige Wealth Management Group, LLC
The Pillar Strategies
Select Alternative Investments LLC
Alpha Equity Management Partners LLC
State Registrations1 state
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Exams
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