Sharpe Advisors offers investment management and financial planning services. Sharpe tailors its investment advice to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Sharpe may recommend third-party managers or platforms to manage client assets. Financial planning services cover tax, estate planning, insurance, and employee benefits. Sharpe does not offer wrap fee programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
The Firm's management fee is negotiable, depending on individual client circumstances. Additionally, for asset management services the Firm will provide with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Sharpe can negotiate a fee rate that differs from the range set forth above.