Ulrike Bittenbinder
Ulrike Bittenbinder is a CFP-designated registered investment advisor at Sapphire Wealth Consulting, INC., based in Ponte Vedra Beach, FL, with 10 years of industry experience. Ulrike operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 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% |
Once the total assets under management amount is achieved, the entire portfolio value is charged the listed annual fee. Final fee is negotiable. Cash in the portfolio is generally excluded from the fee calculation.
Fee Estimator
Location
Ponte Vedra Beach, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Sapphire Wealth Consulting, INC.
State Registrations2 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.
Exams
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