Sapphire Wealth Planning provides financial planning and investment management services. They work with clients to establish financial goals and values, and then create a comprehensive financial plan covering areas like net worth, cash flow, insurance, retirement, college planning, and estate planning. For investment management clients, Sapphire Wealth Planning creates an Investment Policy Statement and manages portfolios based on individual goals and risk tolerance.
Assets Under Management$9.1M
Clients86
Advisors2
Avg. per Client$110K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. This is in addition to a $4,100 annual fee for the financial plan.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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