Daniel Draper
Daniel Draper is a registered investment advisor at Sapphire Blue Investment Partners, based in Fenton, MI, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,804 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees may be negotiable based on the complexity of the client's portfolio or financial situation.
Fee Estimator
Location
12272 N. Fenton Road,, Suite 7, Fenton, MI, 48430
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2013Other 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.
Employment History
Current Registrations
Sapphire Blue Investment Partners
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cetera Advisor Networks LLCBroker
Sapphire Blue Investment Partners
Sapphire Blue Investment Partners
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wachovia Securities Financial Network, LLCBroker
PFS Investments INC.Broker
State Registrations13 states
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.