Sparrows Financial offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Sparrows Financial creates an Investment Policy Statement for each client. Sparrows Financial generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs. Sparrows Financial also provides investment planning services to other registered investment advisors.
Assets Under Management$3.7M
Clients12
Advisors1
Avg. per Client$300K
Avg. per Advisor$3.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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