Sparrow Capital Management provides investment advice to individuals, banks, corporations, employee benefit programs, estates, professional organizations, and trusts. Sparrow reviews client portfolios and tailors its advisory services to individual needs, accepting reasonable restrictions on investments. Sparrow also offers investment advice through wrap fee programs and has a Portfolio Manager Licensing Agreement with Covestor Limited.
Assets Under Management$220M
Clients62
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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