Overview
- Headquarters
- Orlando, FL
- Total Firm Assets
- $135 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
Fee Disclosure
Source: 2025-06-25 SPARROW WEALTH MANAGEMENT FORM ADV PART 2A (2025-06-25)
· View brochure text
Latest filing: SPARROW WEALTH MANAGEMENT FORM ADV PART 2A (2026-02-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $3,000,000 | 0.75% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | 0.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,500 | 0.75% |
| $5 million | $32,500 | 0.65% |
| $10 million | $45,000 | 0.45% |
| $50 million | $145,000 | 0.29% |
| $100 million | $270,000 | 0.27% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 95.33%
- Number of High-Net-Worth Clients
- 52
- Total Client Accounts
- 224
- Discretionary Accounts
- 224
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 152670
- SPARROW WEALTH MANAGEMENT FORM ADV PART 2A (2026-02-20) · View brochure text
- 2025-06-25 SPARROW WEALTH MANAGEMENT FORM ADV PART 2A (2025-06-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗