Paul Stropkay is a CFA-designated registered investment advisor at Sapphire Fiduciary Advisors, LLC, based in Louisville, KY, with 14 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 37 clients with $60M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The market values of client accounts within the same household are aggregated when calculating fees. Sapphire reserves the right to negotiate and waive fees.
Fee Estimator
Location
Louisville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paul serves as a Director for Rockcastle Bancorp and Citizens Bank, dedicating a few hours per week to each role. He is also a member of PHS Residential, LLC, focusing on finance and investment.
Employment History
Current Registrations
Sapphire Fiduciary Advisors, LLC
Previous Registrations
One Compass Advisors
Harvey Investment Company, LLC
State Registrations3 states
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