Featured Business Financial Advisor in Greeneville, TN
Greeneville Financial Advisors
Sapiat Asset Management
705 Professional Plaza Drive, Suite 2
Greeneville, TN 37745
Phone Number
“Real Life. Real People. Real Solutions.”
Advisor Profile
Steven Dick
Name:  Steven Dick
Website:  Visit Website

About Sapiat Asset Management

Sapiat Asset Management is a fee-only, independent registered investment advisor, specializing in goal oriented, financial planning and investment management for Individuals & Families, their Businesses, and the Trusts that benefit them.

Sapiat Asset Management provides real solutions to real people for real life. Working with customers coast-to-coast, we use our education, knowledge, skills, and resources to provide the proprietary processes, professional objectivity, and institutional discipline needed to create financial independence among the American Middle Class.

Both Sapiat Asset Management and its financial advisors act as fiduciaries at all times for all customers.
 

General Information

CRD#:    4717606
Firm CRD#:    282647
States Licensed in:    Nationwide
States Willing to do Business in:    Afton,Bulls Gap,Bybee,Chuckey,Del Rio,Erwin,Fall Branch,Flag Pond,Johnson City,Jonesborough,Kingsport,Limestone,Mohawk,Mosheim,Parrottsville,Rogersville,Russellville,Surgoinsville,Telford,Whitesburg, All of Northeast Tennessee.
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    16
Work Experience:    Steve has been in financial services since 1999, through 2 full economic cycles; flat markets, bull markets, bear markets, economic expansions, and economic recessions. This real-world experience has enabled him to refine his proprietary processes, professional objectivity, and institutional discipline.

In addition to his extensive professional experience, he has a B.A. Economics and has studied on scholarship at 2 world renowned economic think tanks; the Ludwig von Mises Institute at Auburn University and the Political Economy Research Center at Montana State University.

He is a firm believer in career-long professional education and attends 1-2 major international professional conferences each year to meet with & hear from industry thought leaders.

During his career he has earned the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), and several other elite professional certifications.
I work with the following types of clients:    Trusts, Individual Investors, Businesses
 

Services

Investment Types:    Mortgages & Real Estate, Stocks, Options & Futures, Bonds, Annuities, Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At your office, Via email, Via phone, At my office, At your home, Video Conference
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Asset Management Specialist (AAMS®), Chartered Retirement Plans Specialist (CRPS®), Accredited Wealth Management Advisor(AWMA), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 63
Financial Organization Memberships:    Financial Planning Association (FPA)
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Minimum Fee Charged for Managed Accounts:    $300.00
 
 
 
Prepared By: Steven Dick
 
 
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