Mark Sharp Retirement is a registered investment advisor based in Portland, Oregon, founded in 2017. The firm offers discretionary investment management, ongoing retirement planning, and project-based financial planning services to individuals. Mark Sharp Retirement focuses primarily on passive investment strategies utilizing mutual funds and exchange-traded funds, tailored to each client's goals and risk tolerance. The firm operates as an independent practice led by its sole owner, Mark Sharp, who holds the Certified Financial Planner designation.
Assets Under Management$15M
Clients9
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are non-negotiable, prorated, and payable in arrears on a quarterly basis using a blended fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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