Sapere Wealth Management manages investment portfolios and offers financial planning and consulting services. Investment management is discretionary, allocating assets among equities, mutual funds, and private investments. Financial planning covers tax, budget, investment, insurance, estate, retirement, business, education, and charitable giving. Sapere tailors its services to each client's needs.
Assets Under Management$350M
Clients252
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on legacy relationships, the amount of assets managed, related accounts, and pro bono work.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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