Mark Sharp Retirement, LLC offers investment management and retirement planning services. Investment management is tailored to client goals and risk tolerance. Retirement planning includes analysis of net worth, cash flow, employee benefits, investments, tax planning, and estate planning. Project-based financial planning is also available.
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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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