Sharp Wealth Management offers wealth management services tailored to clients with accounts over $150,000. These services include reverse mortgage evaluation, debt reduction, insurance advising, portfolio rebalancing, asset classification, college planning, estate planning, tax planning, social security evaluation, rental real estate advice, and career planning. Sharp Wealth Management works with clients to understand their financial situation and goals, then creates an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$35M
Clients12
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6.0M - $11.0M | 0.65% |
| $11.0M - $16.0M | 0.55% |
| $16.0M - $21.0M | 0.45% |
| $21M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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