Sapient Private Wealth Management (SPWM) offers investment management, comprehensive wealth management, personalized cash flow management, and ERISA Section 3(38) investment manager services. Investment management is generally provided on a discretionary basis. Comprehensive wealth management includes liquidity and cash flow management, risk management, tax management, financial planning, philanthropic planning, estate planning, and education planning. SPWM also provides access to personalized cash management services and on-line services to help with financial decisions and daily banking activities.
Assets Under Management$1.4B
Clients628
Advisors13
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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