Sapient Investments manages client portfolios using ETFs, CEFs, and individual stocks, specializing in tactical asset allocation. They offer custom core, multi-strategy, global macro, and directly indexed stock portfolios. Sapient Tax Services, an affiliated entity, provides tax and financial planning services. Sapient Investments manages client assets on a discretionary basis.
Fee Structure
Sapient Investments charges a percentage of your portfolio each year. The rate varies depending on the portfolio type and the amount you invest.
Global Macro Portfolio:
- 1.50% on the first $2,000,000
- 1.00% on assets between $2,000,000 and $5,000,000
- 0.75% on assets between $5,000,000 and $10,000,000
- 0.50% on assets over $10,000,000
Multi-Strategy Portfolio and Directly Indexed Stock Portfolios:
- 1.00% on the first $2,000,000
- 0.75% on assets between $2,000,000 and $5,000,000
- 0.625% on assets between $5,000,000 and $10,000,000
- 0.50% on assets over $10,000,000
Custom Core Portfolios:
- 0.50% on all assets under management
For the Global Macro Portfolio, qualified clients may choose a performance-based fee instead of the asset-based fee, which is a percentage of the profits. There is a $2,500 minimum annual fee.