Sapphire Financial Strategies provides ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Sapphire Financial Strategies creates a plan to aid in the selection of a portfolio that matches each client's specific situation. Sapphire Financial Strategies generally limits its investment advice to third-party money managers, insurance products including annuities, equities, traded and non-traded REITs and ETFs.
Assets Under Management$18M
Clients77
Advisors1
Avg. per Client$230K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.50% |
The fee is negotiable. Sapphire Financial Strategies will pay anywhere from 0.3% to 0.9% to various third-party managers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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