Connor Kucera is a CFA-designated registered investment advisor at Sapient Capital LLC, based in Indianapolis, IN, with 8 years of industry experience. Connor 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.
Learn about disclosures →Other Business Activities
Connor is a member of the Young Professionals Board for Special Olympics Indiana, assisting with fundraising and volunteer work. He also advises on financial matters as a Finance Committee Member for Second Helpings.
Employment History
Current Registrations
Sapient Capital LLC
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
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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