Kristopher Sharpe is a registered investment advisor at Behl Wealth Management, based in Delafield, WI, with 9 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 59 clients with $48M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Minimum annual fee of $4,000. Fees and minimums are negotiable.
Fee Estimator
Location
524 Milwaukee St, Suite 325, Delafield, WI, 53018
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Regulatory History
No 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 →Other Business Activities
Kristopher is the owner and president of Sharpe Home Improvement LLC, a single-member LLC, since 2017. He dedicates about 10-20% of his time to management and contractor work.
Employment History
Current Registrations
Behl Wealth Management
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Bronfman E.L. Rothschild, L.P.
Next Financial Group, INC.
Next Financial Group, INC.Broker
State Registrations1 state
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