Sapiens Advisors is an investment advisory firm offering ongoing portfolio management and consulting services tailored to individual client objectives, time horizons, and risk tolerance. Sapiens Advisors creates a personalized Investment Policy Statement for each client to guide asset allocation, strategy selection, and regular portfolio monitoring. The firm invests across a variety of markets and instruments, including equities, fixed income, options, and alternative investments. Sapiens Advisors typically works with high-net-worth individuals, corporations, and institutions, maintaining a standard account minimum of $1,000,000, though smaller initial investments may be accepted at the firm's discretion.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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