Sapphire Blue Investment Partners (SBIP) offers investment advice and portfolio management tailored to individual client needs. SBIP provides both discretionary and non-discretionary portfolio management services. SBIP also offers consulting services for retirement plans, including plan reviews, fund selection advice, and participant education. SBIP may recommend third-party money managers.
Assets Under Management$180M
Clients5,804
Advisors1
Avg. per Client$31K
Avg. per Advisor$180M
www.linkedin.com/company/sapphire-blue-investme... ·www.sblueip.com ·www.facebook.com/sapphireblueip
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
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