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 & investment management for Individuals & Families, their Businesses, & the Trusts that benefit them.

Sapiat works with customers coast-to-coast, placing them on solid financial ground, building their wealth, and helping them achieve their financial goals.

Sapiat has been successfully advising families and managing their portfolios for many years. Using a process honed through experience, Sapiat creates financial plans to help its customers achieve their goals, then manages investments according to the plan. The company stays in regular contact with its customers, reporting to them on their progress, updating the plan as needed, and successfully managing their unexpected interim financial needs.
 

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:    I have been in financial services since 1999 through 2 full economic cycles; flat markets, bull markets, bear markets, economic expansions, and economic recessions. My years of experience has allowed me to hone my professional objectivity & discipline, while refining my processes & techniques. In addition to my extensive professional experience, I have a B.A. Economics and have studied on scholarship at 2 prestigious economic think tanks; the Ludwig von Mises Institute at Auburn University and the Political Economy Research Center at Montana State University. I am a believer in career-long professional education and attend 1-2 major international professional conferences each year to meet with & hear from industry thought leaders. During my career I have earned the Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Accredited Wealth Management Advisor (AWMA), and 7 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 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:    $50,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Minimum Fee Charged for Managed Accounts:    $300.00
 
 
 
Prepared By: Steven Dick
 
 
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