Sprinkle Financial Consultants (SFC) offers investment management services to individuals, high-net worth individuals, trusts, and charitable organizations. SFC gathers client data through discussions and questionnaires to assess risk tolerance, financial goals, and time horizons. This information is used to develop client-specific goals and objectives. SFC may also perform searches and analysis of independent investment managers for clients.
Fee Structure
Sprinkle Financial Consultants (SFC) offers investment management services where fees are based on a percentage of the value of your investments. The annual investment management fee varies from 0.225% to 1.50%, depending on the amount you invest and the complexity of the services. The fee is calculated each quarter based on the market value of your investments at the end of the previous quarter.