Michael Sharp
Michael Sharp is a CFP-designated registered investment advisor at Sharp Wealth Management, based in Springfield, MO, with 10 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 12 clients with $35M 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 $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11.0M - $16.0M | 0.55% |
| $16.0M - $21.0M | 0.45% |
| $21M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
520 S. Union Ave, Springfield, MO, 65802
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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 ActivitiesSells Insurance
Michael provides brokerage services for clients of an affiliated broker-dealer, spending nearly full-time hours per week. He also works as a Senior Wealth Advisor, providing financial advice and planning, which may include insurance sales or consultation, also spending nearly full-time hours per week.
Employment History
Current Registrations
Sharp Wealth Management
Previous Registrations
Mercer Global Advisors INC.
Hya Advisors, INC
Heim, Young & Associates, INC.Broker
State Registrations2 states
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.