Eduardo Aguirre is a CFA-designated registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 22 years of industry experience. Eduardo 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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Eduardo is an investment committee member at the Eiteljorg Museum, providing oversight of foundation investments, dedicating minimal time. He also owns rental property and manages BWR Holdings, LLC, a real estate investment entity, spending minimal time on each.
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 INC.Broker
Jpmorgan Fleming Asset Management
Fifth Third Investment Advisors, INC.
State Registrations1 state
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