SharpEdge Financial offers investment management, financial planning, and retirement plan services. Investment management involves ongoing portfolio management based on individual needs. Financial planning includes ongoing and project-based options, covering various financial topics. Retirement plan services assist plan sponsors and participants of employer-sponsored retirement plans. SharpEdge primarily uses long-term, buy-and-hold passive investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Discounted rates apply if combined with Ongoing Financial Planning Services: - **$0 to $500,000:** 1.00% per year - **$500,001 to $1,000,000:** 0.80% per year - **$1,000,001 to $3,000,000:** 0.60% per year - **$3,000,001 to $10,000,000:** 0.40% per year - **Over $10,000,001:** 0.25% per year