Sprinkle Financial Consultants manages investment portfolios and provides financial consulting for individuals, high-net-worth clients, trusts, and charitable organizations. The firm builds tailored portfolios using fundamental analysis and makes investment decisions without needing prior approval for every trade. Sprinkle Financial Consultants requires a minimum account size of $1,000,000 to open an account, though this amount may sometimes be negotiable. The firm is closely affiliated with an accounting firm, Sprinkle & Associates, allowing clients to coordinate investment management with accounting services through separate agreements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 1.50% to 0.225% based on a graduated schedule set in the client agreement. Fees are negotiable based on account size, anticipated future assets, and complexity.