Sapphire Wealth Advisory is an investment advisory firm based in Westminster, California, founded in 2026. The firm offers portfolio management and financial planning services tailored to individuals and families, including high-net-worth clients. Services encompass investment strategy development, asset allocation guidance, retirement planning, and tax-aware investment coordination. Portfolio management is provided strictly on a non-discretionary basis, meaning clients must approve all transactions before execution. The firm utilizes fundamental analysis, asset allocation, and long-term investment strategies primarily involving exchange-traded funds, mutual funds, individual stocks and bonds, and real estate-related securities. In addition to investment advisory services, the firm's principal is engaged in outside business activities including tax preparation and real estate sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual advisory fees generally range from 0.50% to 1.25% of assets under management, with a maximum cap of 1.50%. Fees are negotiable.