Miles Sharpe
Miles Sharpe is a registered investment advisor at Fawley Wealth International, based in Pittsford, NY, with 2 years of industry experience. Miles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2 clients with $2.1M 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 $2.5M | 0.65% |
| $2.5M+ | 0.65% |
Fees negotiable as a flat consultancy fee across total assets under management for accounts $2,500,000 and up.
Fee Estimator
Location
Pittsford, NY
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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
Miles is a consultant for a UK-based financial planning firm, dedicating about 10-20% of his time. He also works as a Course Associate for Insurance & Retirement Planning at Columbia University, spending a few hours per week.
Employment History
Current Registrations
Fawley Wealth International
Previous Registrations
Whitney & Company
State Registrations1 state
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