Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each Client’s circumstances, or with the inclusion of financial planning or other services, pursuant to the terms of the wealth management agreement. Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
For wealth management services, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning services are offered on an hourly basis ($150-$300/hour), a fixed engagement fee, or an annual rate up to $25,000, billed quarterly in advance. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
100 Tournament Drive, Suite 310, Horsham, PA, 19044
Get directionsRegulatory History (1)
Customer Dispute
November 2021Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including Blake Family Holdings, LLC, Donald V. Seklow Irrevocable Deed of Trust, MassMutual (as an insurance agent), Michael H. Sharp Management, PC, SFG Management, LLC, SFG, LLC, Sharp Accounting & Tax, LLC, Sharp Capital Advisors, LLC, Sharp Wealth Advisory, LCC, and Philly Revolution. He dedicates about half of his time to Sharp Accounting & Tax, LLC and Sharp Wealth Advisory, LCC, and about 10-20% of his time to Sharp Capital Advisors, LLC and Philly Revolution, and a few hours per week to MassMutual, SFG, LLC, Blake Family Holdings, LLC, and Michael H. Sharp Management, PC, and SFG Management, LLC, and minimal time to Donald V. Seklow Irrevocable Deed of Trust.