Mark Sharp Retirement

Overview

Mark Sharp Retirement is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm runs a fee model made up of hourly charges and fixed fees and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and selecting other advisers when specialized exposure is needed. The adviser acts as a capital allocator within client portfolios, concentrating on exchange-traded equities and portfolio customization through separately managed accounts. The firm does not identify itself as an active ESG investor and operates from a single-state footprint.

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Public Holdings

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Location & Offices