Jeffrey Cohen is a registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 29 years of industry experience. Jeffrey 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, Insurance Planning, and 2 more. Their firm serves 933 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sapient Capital's wealth management fee is based on the value of your portfolio and is paid quarterly, in advance. The fee typically ranges up to 1.50% per year, depending on the complexity of your situation and the amount you invest. The minimum annual fee is $10,000, but this may be reduced at Sapient Capital's discretion. Sapient Capital may recommend independent managers, and the total fee, including Sapient Capital's fee and the independent manager's fee, will generally not exceed 2.00% annually.
Location
401 Pennsylvania Pkwy, Suite 100, Indianapolis, IN, 46280
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the sole member of JSC-TP, LLC, which owns a minority interest in real estate, and JSC Real Estate, LLC, with passive real estate investments, dedicating minimal time to the latter. He is also an Investment Board member for Next Level Indiana, setting policy and procedures, and a trustee of a non-family trust.
Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Knall/cohen Investments, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Knall/cohen Investments, LLC
Ksm Capital Advisors, LLC
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations1 state
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