Sapient Road offers customized investment advice, creating portfolios mainly using passive index mutual funds. They also provide financial planning services covering areas like retirement, savings, and education. Sapient Road may refer clients to other specialists like accountants or attorneys. Clients are not obligated to implement recommendations.
Assets Under Management$40M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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