Phillip Sharp is a registered investment advisor at Palisade Wealth Management, based in Broomfield, CO, with 1 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 137 clients with $110M 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 $50K | 2.00% |
| $50K - $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Broomfield, CO
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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
Phillip is the creator and sole proprietor of scripturefix.com, an e-commerce business, since 2021. He dedicates minimal time to this activity.
Employment History
Current Registrations
Palisade Wealth Management
State Registrations1 state
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