Sharp Financial manages investment portfolios and delivers comprehensive financial planning and consulting services. Sharp Financial creates customized investment strategies using tactical asset allocation, technical analysis, and third-party research, investing primarily in mutual funds, exchange-traded funds, and individual stocks. Beyond portfolio management, Sharp Financial provides guidance on retirement planning, tax strategies, insurance needs, and estate planning. Sharp Financial serves individuals, high net worth individuals, trusts, estates, retirement plans, corporations, and family offices. Services can be bundled into a comprehensive wealth management relationship or engaged on a standalone or hourly basis. Sharp Financial operates primarily on a long-term approach while retaining the flexibility to make tactical adjustments based on market indicators.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable at the sole discretion of the Advisor and take into consideration aggregate assets under management.