Sapiat Asset Management provides investment advice and financial planning to individuals, families, trusts, and businesses. They offer portfolio management through a wrap fee program, securities consulting for assets not in the wrap fee program (like 401(k)s), and financial planning services. Sapiat also offers financial consulting on specific topics and pension consulting services to employee benefit plans.
Assets Under Management$45M
Clients251
Advisors1
Avg. per Client$180K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $35.0M | 0.50% |
| $35.0M - $75.0M | 0.25% |
| $75.0M - $155.0M | 0.15% |
| $155M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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