Sapphire Fiduciary Advisors provides investment management services to families, high net worth individuals, and other investment advisors. Sapphire works with clients to understand their investment objectives, time horizons, cash flow needs, tax implications, and risk tolerance to create a suitable investment strategy. Sapphire manages investments with the goal of capitalizing on disparities between market price and intrinsic value.
Assets Under Management$60M
Clients37
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The market values of client accounts within the same household are aggregated when calculating fees. Sapphire reserves the right to negotiate and waive fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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