James Knall is a registered investment advisor at Sapient Capital LLC, based in Miami Beach, FL, with 22 years of industry experience. James 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
Miami Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved in numerous LLCs and partnerships, primarily as a member or investor in investment entities and family limited partnerships. He also serves on the investment committee for Park Tudor Trust.
Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Knall/cohen Investments, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Lehman Brothers INC.Broker
State Registrations2 states
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