Samir Sikka is a registered investment advisor at Sapience Investments, LLC, based in Irvine, CA, with 8 years of industry experience. Samir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $180M 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 $25.0M | 1.00% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.80% |
Fees are negotiable and may vary based on account size, investment strategy, and costs incurred by Sapience.
Fee Estimator
Location
18200 Von Karman Avenue, Suite 795, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sapience Investments, LLC
State Registrations1 state
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