Amy T. Sharp, CFP®, LLC offers financial planning and investment management services. They help clients coordinate their financial lives, integrating investments across various accounts. The firm uses broadly diversified portfolios and a systematic strategy. Client input is crucial to the financial planning process. Initial financial planning is offered on a complimentary basis, after which clients can enter into a retainer agreement for ongoing wealth management services.
Assets Under Management$58M
Clients123
Advisors1
Avg. per Client$470K
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.63% |
Existing clients may be grandfathered into a different fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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