Sparrow Wealth Corporation offers investment management services where they create and manage a portfolio based on your goals, risk tolerance, and tax considerations. They also offer financial planning services, either on an ongoing basis or for specific projects, covering areas like business planning, cash flow management, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Sparrow Wealth Corporation tailors its services to meet individual client needs and allows reasonable restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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