Top financial advisors in Fenton, MI
We've curated a list of the best financial advisors in Fenton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $169,460,388 Number of advisors 8 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fenton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Sapphire Blue Investment Partners
Sapphire Blue Investment Partners, Inc. is a registered investment adviser based in Fenton, Michigan, operating as Physicians Wealth Management Services, LTD. Founded in 2018 by Fred and Tracy Hensler, the firm offers comprehensive portfolio management services, including discretionary and non-discretionary options tailored to clients' needs and objectives. Clients can expect continuous monitoring, customized portfolios, and ongoing rebalancing. The firm also provides retirement plan consulting services on a discretionary and non-discretionary basis, offering advice on fund selection, investment options, and participant education. For portfolio management services, fees are negotiable based on complexity, with a maximum annual fixed fee of 2.5% of managed assets. Retirement plan consulting fees range from $250 to $5,000, due in advance. The firm primarily advises on unit investment trusts, ETFs, stocks, bonds, and mutual funds, with assets under management totaling $180,511,087 on a discretionary basis. Sapphire Blue Investment Partners does not accept performance-based fees, has no disciplinary disclosures, and does not receive compensation for client referrals. The firm exercises limited custody over client funds, does not vote proxies, and does not have financial impairments affecting its commitments. Clients have the option for discretionary or non-discretionary management, with the firm recommending Charles Schwab for custodial services.
$169,460,388 under management
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Fenton, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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