Top financial advisors in Fenton, MI
We’ve curated a list of the best financial advisors in Fenton, take a look at it below
Find an advisor in Fenton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $169,460,388 | 8 advisors |
How we came up with this list
To generate our top financial advisors list in Fenton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fenton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Sapphire Blue Investment Partners
Sapphire Blue Investment Partners is a financial advisory firm based in Fenton, Michigan. It currently has approximately $169,460,388 of assets under management and employs about 8 people. Sapphire Blue Investment Partners uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$169,460,388
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-116916
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Advisory Consulting For Retirement Plans
Your first meeting is free.