Sharpepoint Fees & Minimum

Overview

Headquarters: Phoenix, AZ
Total Firm Assets: $223 million
Average High-Net-Worth Client Portfolio Size: $1.9 million
Stated Minimum Account Size: $250,000

Fee Disclosure

Source: FORM ADV PART 2A (2026-04-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,500,000	1.20%
$1,500,001	$3,000,000	1.00%
$3,000,001	$5,000,000	0.90%
$5,000,001	$10,000,000	0.75%
$10,000,001	$20,000,000	0.60%
$20,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,500	1.35%
$5 million	$52,500	1.05%
$10 million	$90,000	0.90%
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 55.68%
Number of High-Net-Worth Clients: 64
Total Client Accounts: 1,091
Discretionary Accounts: 1,091

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars

Regulatory Filings

SEC CRD Number: 290719

FORM ADV PART 2A (2026-04-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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