| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each Client’s circumstances, or with the inclusion of financial planning or other services. Fees are negotiable.
100 Tournament Drive, Suite 310, Horsham, PA, 19044
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Edward is a wealth financial advisor at Sharp Wealth Advisory dba The Sharp Financial Group since 2019, providing investment advisory and wealth planning services. This takes nearly full-time, with most of the time spent during trading hours on client relationship management, wealth planning, and account maintenance.