Daniel
Draper

Sapphire Blue Investment Partners

CRD#4340989
Investment Advisor
in Fenton, MI

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About this Advisor

Daniel Draper is a financial advisor based in Fenton, Michigan, working with Sapphire Blue Investment Partners. Daniel has previously held positions at Sapphire Blue Investment Partners, Cetera Advisor Networks LLC, Purshe Kaplan Sterling Investments, Summit Brokerage Services, and Summit Financial Group Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan, North Carolina, and South Carolina. Currently, Daniel is part of Sapphire Blue Investment Partners, which operates out of Fenton, Michigan. The firm has 5 employees and manages assets totaling $200.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Sapphire Blue Investment Partners includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12272 N. Fenton Road, Suite 7
Fenton, MI 48430

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Sapphire Blue Investment Partners Brokerage Details

Total Assets Under Management

$200,683,917

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

1,108

MI Average: 1,586
Average Account Size

$181,123

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Daniel Draper Work History

2021 - Present (3 years)

Purshe Kaplan Sterling Investments

2018 - Present (6 years)

Sapphire Blue Investment Parnters

2019 - 2021 (2 years)

Cetera Advisor Networks LLC

2006 - 2021 (15 years)

Summit Financial Group Inc

2005 - 2019 (14 years)

Summit Brokerage Services

Disclosures

Please visit the SEC profile of Daniel Draper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sapphire Blue Investment Partners

Alexander Rowe
Fenton, MI
Daniel Draper
Fenton, MI
Frederick Hensler
Fenton, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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