Sapphire Wealth Consulting, Inc. offers portfolio management based on individual client goals, retirement consulting services to employee benefit plans, and financial planning. Financial plans may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. SWCI generally limits its investment advice to mutual funds, private equity funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities or non-U.S. securities.
Assets Under Management$52M
Clients75
Advisors1
Avg. per Client$690K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Final fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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