Michael Sharp
Michael Sharp is a registered investment advisor at Stonewater Wealth Management, INC., based in Corpus Christi, TX, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 383 clients with $37M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Location
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
October 2007Employment Separation After Allegations
October 2007Customer Dispute
August 2007Other Business ActivitiesSells Insurance
Michael is an agent/owner of CFO Financial LLC since 2003, spending full-time on this activity. He is also an agent with 49% ownership in Money Central Inc. since 2006, dedicating about half of his time. Michael is also an agent/owner of Bosque Financial, Inc. since 2009, which provides accounting, insurance, and mortgage services.
Employment History
Current Registrations
Stonewater Wealth Management, INC.
Previous Registrations
Stonewater Wealth Management, INC.
Dalton Strategic Investment Services INC.
Strategic Financial Concepts, LLC
Oxford Asset Management, LLC
American General Securities Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.