Sapphire Blue Investment Partners
Assets Under Management
$180.6M
Number of Clients
5,804
Number of Advisors
1
Average Client AUM
$31K
AUM per Advisor
$180.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sapphire Blue Investment Partners, Inc. (SBIP) provides discretionary and non-discretionary portfolio management services tailored to clients' needs and investment objectives. They also offer retirement plan consulting services to employee benefit plans. SBIP primarily advises on unit investment trusts, ETFs, stocks, bonds, and mutual funds.
Fee Structure
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.
Areas of Practice
Location
12272 N. Fenton Road,, Suite 7, Fenton, MI, 48430