Sparrow Advisors offers financial planning, consulting, and asset management services. They work with high net worth individuals, families, corporations, charities, trusts, and endowments. Their services include wealth accumulation, preservation, and distribution strategies, as well as investment management using strategic and tactical asset allocation. They also offer tax overlay strategies and Environmental, Social, and Governance (ESG) investment options.
Fee Structure
Sparrow Advisors' asset management fee covers portfolio design, construction, ongoing management, supervision, and rebalancing. The advisory fee is up to 2.00% per year, charged quarterly in advance. They also assess a program fee up to 0.40% per year, charged quarterly in advance, to cover operational costs.