Karim Khairallah is a registered investment advisor at Sapient Capital LLC, based in New York, NY, with 1 years of industry experience. Karim 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
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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
650 5th Ave, Suite 2200, New York, NY, 10019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sapient Capital LLC
State Registrations1 state
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