Sapphire Blue Investment Partners manages investment portfolios and provides retirement plan consulting for individuals, high-net-worth clients, and businesses. The firm also operates under the name Physicians Wealth Management Services. Sapphire Blue Investment Partners creates customized investment strategies using stocks, bonds, mutual funds, exchange-traded funds, unit investment trusts, and digital assets, offering both discretionary and non-discretionary management. In addition to portfolio management, the firm provides retirement plan consulting for employee benefit plans. The firm is owned by Tracy Hensler and has been providing advisory services since 2018.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable based on the complexity of your portfolio or financial situation, up to a maximum annual fee of 2.50%.