Overview
- Headquarters
- Horsham, PA
- Total Firm Assets
- $502 million
- Average High-Net-Worth Client Portfolio Size
- $6.1 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (2025-03-18)
· View brochure text
Latest filing: SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (2026-03-18)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 2.00% |
| $500,001 | $1,000,000 | 1.50% |
| $1,000,001 | $2,000,000 | 1.00% |
| $2,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $387,500 | 0.78% |
| $100 million | $762,500 | 0.76% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 83.13%
- Number of High-Net-Worth Clients
- 68
- Total Client Accounts
- 512
- Discretionary Accounts
- 499
- Non-Discretionary Accounts
- 13
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 289325
- SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (2026-03-18) · View brochure text
- SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (2025-03-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗