Joshua Shneyderov is a registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 19 years of industry experience. Joshua 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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Joshua officiates middle school and high school football games as a football official. This takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Lument SecuritiesBroker
Hutchinson, Shockey, Erley & CO.Broker
B. C. Ziegler and CompanyBroker
RBC Capital Markets CorporationBroker
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.