Overview
- Headquarters
- Eugene, OR
- Total Firm Assets
- $1.7 billion
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
Fee Disclosure
Source: PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT (2025-03-27)
· View brochure text
Latest filing: PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.70% |
| $2,000,001 | $3,000,000 | 0.65% |
| $3,000,001 | $4,000,000 | 0.60% |
| $4,000,001 | $5,000,000 | 0.55% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $35,000 | 0.70% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 83.25%
- Number of High-Net-Worth Clients
- 325
- Total Client Accounts
- 662
- Discretionary Accounts
- 648
- Non-Discretionary Accounts
- 14
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 159419
- PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT (2026-03-30) · View brochure text
- PART 2A SAPIENT PRIVATE WEALTH MANAGEMENT (2025-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗