Sharpely AI Wealth Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Sharpely AI primarily invests in broad-based US ETFs, but may use other securities to diversify portfolios. They require authority to make trades without asking you first. Sharpely AI does not participate in wrap fee programs.
Assets Under Management$980K
Clients3
Advisors1
Avg. per Client$330K
Avg. per Advisor$980K
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.35% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.05% |
| $1.0M - $3.0M | 1.90% |
| $3M+ | 1.75% |
Fees are generally negotiable. Qualified clients can opt for a performance-based fee: half the standard annual percentage plus 15% of capital appreciation above the S&P 500 index.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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