Patrick O'marro is a CFA, CFP-designated registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 14 years of industry experience. Patrick 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
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.