Sharpe Wealth Management

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Our Pricing

We have always taken an honest, straightforward approach to running our business and our pricing is no exception to this. For your reference, we have outlined our pricing for our Financial Planning services and our Investment Management services below.

Financial Planning Packages

Essential

Advanced

Premier

Service Standards
■  Meeting Frequency (Virtual or In Person)
Annual
Annual
Semi-Annual
■  Client Check-In (Phone or Virtual)
1
2
As needed
■  Turn-around Time
1-2 Business Days
1 Business Day
1 Business Day
■  Accountability Partner
■  Fiduciary
Client Benefits
■  Access to Professional Financial Advice
■  Personal Financial Website
■  Account aggregation
■  Secure document storage
■  Budgeting tools
■  Financial education communication
■  Quarterly Market Updates and Insights
■  Behavioral finance coaching
■  Client appreciation events
Financial Planning
■  Portfolio analysis
■  401k allocation assistance
■  Risk tolerance assessment
■  Retirement and Life Transition Planning
■  Cash flow/Budget analysis
■  Social Security Claiming Strategies
■  Goal monitoring
■  Employee benefits Planning
■  Personalized Recommendations
■  Detailed action plan
■  Risk management planning
■  Tax Planning
■  Basic Estate Planning
■  Detailed-Cash Flow forecasting
■  Retirement Income Planning
■  "What if" Scenarios
■  Education Planning
■  third party Professional coordination
■  Family Financial education
■  Advanced investment solutions
■  Wealth Transfer Strategies
■  Executive Compensation & Stock Options
■  Charitable Giving
■  Business Owner planning
■  Investment Property Analysis
■  Complex Trust & Estate Strategies
Financial Planning Costs
Initial plan/setup costs (New Clients)
$1,299
$2,599
$3,899
Ongoing monthly payment
$100
$200
$300
Minimum Engagement
12 Months
12 months
12 months

Investment Management Options

Management cost with one of the above financial planning packages

Assests Under Management
Annual Advisory Cost*
$500,000 - $1,000,000
1.25%
$1,000,001 - $3,000,000
1.0%
$3,000,001 - $10,000,000
0.75%
Above $10,000,000
Negotiable
*1/4 of annual advisory cost will be billed in advance on a quarterly basis.

Management cost without a financial planning package

Assests Under Management
Annual Advisory Cost*
$500,000 - $1,000,000
1.5%
$1,000,001 - $3,000,000
1.25%
$3,000,001 - $10,000,000
0.95%
Above $10,000,000
Negotiable
*1/4 of annual advisory cost will be billed in advance on a quarterly basis.