Sherpa Financial Guides (SFG) offers investment advice tailored to clients' needs, including asset allocation recommendations across various investment products. SFG also provides financial planning consulting services, such as risk assessment, investment planning, and estate planning. SFG offers both discretionary and non-discretionary investment advisory services through managed account programs.
Assets Under Management$5.9M
Clients36
Advisors2
Avg. per Client$160K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.45% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.85% |
Fees are negotiable and SFG has the discretion to lower or waive fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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