Amy T. Sharp, CFP®, LLC is a registered investment advisor based in Oceanside, California, offering full-service financial planning and portfolio management. Founded in 2016 and led by Amy T. Sharp, the firm focuses on helping clients coordinate and prioritize their financial lives and long-term goals. The firm offers initial financial planning on a complimentary basis and provides ongoing wealth management services through retainer agreements. Investment portfolios are actively managed using a diversified strategy primarily utilizing mutual funds, exchange-traded funds, and U.S. government securities. The firm works with a broad range of clients, including individuals, businesses, trusts, estates, and charitable organizations, without imposing any minimum account size requirements.
Fee Structure
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 schedule.