Jamie Rich is a CFP-designated registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 23 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,017 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fees typically range up to 1.50% annually based on factors such as scope, complexity, asset level, and overall relationship. The firm requires a minimum annual fee of $10,000, which may be reduced at the firm's sole discretion. Fees may be negotiable.
Fee Estimator
Location
401 Pennsylvania Pkwy, Suite 100, Indianapolis, IN, 46280
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jamie is a board member of the Jewish Federation of Greater Indianapolis and the president of the board of directors for the Indianapolis Jewish Community Relations Council. Jamie also serves as the treasurer of the board of directors for John Boner Neighborhood Centers, overseeing the finance committee and reporting on budgeting and finance.
Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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