Ward Wenholz
Ward Wenholz is a registered investment advisor at Sapphire Financial Strategies, L.L.C., based in Missoula, MT, with 21 years of industry experience. Ward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.50% |
The fee is negotiable. Sapphire Financial Strategies will pay anywhere from 0.3% to 0.9% to various third-party managers.
Fee Estimator
Location
2801 South Russell St. #7, Missoula, MT, 59801
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Ward is the President and owner of Sapphire Financial Services, Inc. He also works as an insurance agent selling fixed insurance products with various insurance companies, dedicating about half of his time to this activity.
Employment History
Current Registrations
Sapphire Financial Strategies, L.L.C.
Previous Registrations
First Advisors National, LLC
Nepsis Advisor Services, INC.
G. A. Repple & Company
Spc
Intersecurities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.