Ulrike Bittenbinder
Ulrike Bittenbinder is a CFP-designated registered investment advisor at Sapphire Wealth Consulting, INC., based in Ponte Vedra Beach, FL, with 9 years of industry experience. Ulrike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 75 clients with $52M 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 | 1.00% |
| $1M+ | 0.75% |
Final fee is negotiable.
Fee Estimator
Location
1102 A1A North, Suite 202, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sapphire Wealth Consulting, INC.
State Registrations2 states
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