Sepio Capital, LP
Assets Under Management
$4.5B
Number of Clients
266
Number of Advisors
16
Average Client AUM
$16.8M
AUM per Advisor
$279.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sepio Capital offers investment advisory services, including discretionary investment management, financial planning, and related advisory services, to high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, retirement plans, institutional investors, pooled investment vehicles and registered investment companies. They primarily utilize proprietary investment strategies and/or unaffiliated money managers to develop client investment portfolios.
Fee Structure
Investment advisory fees typically range from 0.50% to 1.00% annually, depending on the relationship size, service complexity, reporting requirements, and investment strategies. Certain clients may have fixed annual or fixed-rate fees. Fees include financial planning and consulting services unless separately engaged. Retirement plan advisory fees are charged up to 1.00% annually. Strategic planning and consulting services, if separate, are offered on a fixed-fee basis and may be negotiable.
Areas of Practice
Location
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121