Daniel Mccleer Draper

Sapphire Blue Investment Partners

24 Years of Experience

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Firm Information

Sapphire Blue Investment Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

5,804 clients

Average Client Portfolio

$31K average

Assets Under Management

$180.6M

Fee Structure

Minimum Investment:None

Financial Plan Fee:$250 - $5,000

The annual fee for portfolio management is a maximum of 2.5% of assets managed, billed quarterly in advance. Fees may be negotiable based on the complexity of the portfolio or financial situation. Consulting services for retirement plans typically range from $250 to $5,000, due in advance. Clients may incur additional fees and expenses, such as mutual fund and ETF fees, and brokerage fees.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

12272 N. Fenton Road,, Suite 7, Fenton, MI, 48430

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2013

Closed-No Action

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Other Business ActivitiesSells Insurance

Daniel is an Investment Advisor Representative and Senior VP at Hensler & Associates Wealth Management, spending nearly full-time providing financial planning and investment advisory services. He is also a Registered Representative & Agent with Purshe Kaplan Sterling Investments, dedicating full-time hours to trading and annuity business, and sells fixed/traditional insurance products, dedicating minimal time to these sales.