Sarah
Skortman
Sapient Private Wealth Management, LLC
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About this Advisor
Sarah Skortman is a financial advisor working out of Eugene, Oregon who has 1 year of industry experience. Skortman is currently employed by Sapient Private Wealth Management, LLC. Their career trajectory has included roles at Sapient Private Wealth, Remax Integrity, Jaj Enterprises, LLC and Blue Mountain Lending. Skortman maintains a Series 65 license, qualifying them as an investment advisor representative, and can work in Oregon. Sapient Private Wealth Management, LLC is a registered investment company based out of Eugene, OR. It oversees $1 billion in total assets across its 565 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises 17 charities and foundations. Of its 565 customer accounts, 43% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Sapient Private Wealth Management, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees depend on which service is offered. However, fees charged by Sapient Private Wealth Management, LLC can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sapient Private Wealth Management, LLC Brokerage Details
$1,100,577,156
13
565
$1,947,924
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sarah Skortman Work History
Sarah has been registered as a financial advisor for 1 years.*
Sapient Private Wealth
Remax Integrity
Jaj Enterprises, LLC
Blue Mountain Lending
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sarah Skortman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sapient Private Wealth Management, LLC
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
Eugene, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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