SHARPEPOINT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$223M

Discretionary

$223M

100% of AUM

Avg account

$204K

Accounts

1,091

Employees

Advisory reps

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 290719
Registered since: December 3, 2020
Website: sharpepoint.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI55.68%
Individuals38.83%
Pooled Investment Vehicles2.1%
Pension & Profit Sharing Plans2.06%
Charitable Organizations1.33%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Sharpepoint, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage capabilities. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and educational seminars or workshops. Fee arrangements are flexible: percentage of AUM, hourly and fixed fees, and performance-based fees are all used. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.