Sharper Image Financial Services (SIFS) provides investment management and financial planning services to individuals. SIFS creates investment strategies based on clients' goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, taxes, insurance, and estate planning. SIFS also offers seminars and workshops.
Assets Under Management$1.8M
Clients14
Advisors2
Avg. per Client$130K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...