Assets Under Management
$391.9M
Number of Clients
157
Number of Advisors
5
Average Client AUM
$2.5M
AUM per Advisor
$78.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sharp Financial provides investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, corporations, other investment advisers, and family offices. Services include wealth management, investment management, financial planning, and retirement plan advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each Client’s circumstances, or with the inclusion of financial planning or other services. Fees are negotiable.
100 Tournament Drive, Suite 310, Horsham, PA, 19044