Advisor at Sapiat Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sapiat Asset Management, LLC
Location
Greeneville, TN 37745
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
22 years
Financial planning fixed fees range from $2,500 to $10,000 depending on complexity and scope
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001 - $35,000,000: 0.50% $35,000,001 - $75,000,000: 0.25% $75,000,001 - $155,000,000: 0.15% $155,000,001+: 0.10%
$200 to $450 per hour for financial consulting services
Digital Assets accounts charged 20% annual fee on profits; 25% fee on profits for accounts closed in less than 365 days
Minimum fee: Minimum fee of $300.00 per year per household relationship to open and maintain an advisory account Fee-only: Financial Planning: $2,500 to $10,000 fixed fee; Financial Consulting: $200 to $450 per hour; Pension Consulting: starting at $2,500 per year, negotiated case-by-case; Securities Consulting: 0.05% annually of additional assets
1796 Investment Management & Consulting
2020 - Present (6 years)
Sapiat Real Estate, Inc.
2016 - Present (10 years)
Sapiat Asset Management, LLC
2015 - Present (11 years)
Raymond James Financial Services Advisors, InC
2010 - 2016 (6 years)
Raymond James Financial Services, inc.
2010 - 2016 (6 years)
Sapiat Financial Group, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Greeneville, TN
Edward Jones
Series 66
Greeneville, TN
Edward Jones
Series 65
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 63
Greeneville, TN
Cornerstone Wealth Management Group
CFP®, Series 66
Greeneville, TN
Cornerstone Wealth Management Group
Series 65
Greeneville, TN
Concurrent Investment Advisors, LLC
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