Sapient Capital provides wealth management services to individuals, high net worth individuals, families, trusts, estates, businesses, foundations, and endowments. Sapient Capital also offers investment sub-advisory services to pooled investment vehicles. Sapient Capital offers customized wealth management solutions through personal client contact and interaction while providing investment management and related advisory services. Sapient Capital also provides financial planning and consulting services to clients either as a component of wealth management services or pursuant to a stand-alone financial planning engagement. The Advisor also provides Family Office Services.
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.