| 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.
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Learn about disclosures →Tasha is a wealth financial advisor at Sharp Wealth Advisory, spending nearly full-time on client relationship management, wealth planning, and account service. She is also a real estate agent, dedicating a few hours per week to assisting buyers and sellers.