Sparrow Wealth Management provides financial planning and investment management services. Financial planning includes reviewing financial goals, net worth, investments, cash flow, education, retirement, taxes, insurance, and estate plans. For investment management, Sparrow Wealth Management works with clients to develop an investment policy statement and allocates assets across various asset classes using mutual funds and ETFs. Sparrow Wealth Management manages assets on a discretionary basis.
Assets Under Management$140M
Clients64
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is negotiable based upon portfolio size and other business considerations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...