Sparrow Wealth Management is a registered investment advisor that manages investment portfolios and provides personal financial planning services for individuals, families, trusts, and businesses. Sparrow Wealth Management focuses on long-term, globally diversified investing using low-cost index funds, mutual funds, and exchange-traded funds, tailored to each client's specific goals and risk tolerance. The firm operates on a fee-only basis, meaning they are legally required to act in your best interest and do not accept commissions for selling financial products. Services include retirement planning, tax planning, cash flow analysis, estate planning reviews, and portfolio management with authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable based upon portfolio size and other business considerations.