Sharp Financial
Assets Under Management
$391.9M
Number of Clients
157
Number of Advisors
5
Average Client AUM
$2.5M
AUM per Advisor
$78.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sharp Financial provides investment advisory services to individuals, high net worth individuals, trusts, estates, retirement plans, corporations, other investment advisers, and family offices. Services include wealth management, investment management, financial planning, and sub-advisory services. They adopt a tactical approach to investment 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
Location
100 Tournament Drive, Suite 310, Horsham, PA, 19044