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Sapphire Fiduciary Advisors, LLC
SAPPHIRE FIDUCIARY ADVISORS, LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm has 1 employee and...
Overview
SAPPHIRE FIDUCIARY ADVISORS, LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Location
City
Louisville
Frequently asked questions
What does 'fiduciary' mean in the context of Sapphire Fiduciary Advisors?
A fiduciary standard legally requires the firm to act in the client's best interest at all times, avoiding conflicts of interest. This is a higher bar than the suitability standard used by many brokers. For Sapphire Fiduciary Advisors, this governs every aspect of their advisory relationship, from manager selection to fee structures.
How can I verify Sapphire Fiduciary Advisors' regulatory standing?
RIAs in the US are registered with either the SEC or state securities regulators. You can look up Sapphire Fiduciary Advisors on the SEC's Investment Adviser Public Disclosure (IAPD) database using the firm's name or CRD number. This will show registration status, disclosures, and any disciplinary history.
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