Sapient Capital LLC fees and pricing

Financial planner in Indianapolis, Indiana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 31, 2026, Sapient Capital LLC charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $10,000/yr; “The Advisor requires a minimum annual fee of $10,000, which may be reduced at the Advisor’s sole discretion.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $10,000 is above the Indiana median of $5,000. 69% of the 36 other Indiana planners that publish an annual fee charge less.
5 of the 8 other planners in Indianapolis that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $10,000 minimum fee (stated in brochure)
Clients: 980
Employees: 59
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $13,756,996,022
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 324899
Website: sapientcapital.com (opens in new tab)
Phone: (317) 719-0157

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.