Sharp Financial offers investment advisory services, including wealth management and financial planning, to individuals, high net worth individuals, trusts, estates, retirement plans, corporations, other investment advisors, and family offices. Sharp Financial manages investments using a tactical approach based on internal research and quantitative analysis. They also offer financial planning services on a standalone basis or as part of wealth management.
Assets Under Management$390M
Clients157
Advisors6
Avg. per Client$2.5M
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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