Sharpepoint, LLC
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Overview
Sharpepoint, LLC is a financial advisor firm based in Phoenix, Arizona. It manages $131.4 million in total assets across 972 customer accounts, making it a mid-tier firm in the country by assets under management (AUM). Sharpepoint, LLC has a small team, including 5 financial advisors. Sharpepoint, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as equities, bonds and options.
Sharpepoint, LLC manages all of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek the customer's permission. The firm supervises an average of $135,193 for each client account. An average financial advisor at Sharpepoint, LLC administers about 194 client accounts.
The company's headquarters is at 5090 N. 40Th Street, Phoenix, Arizona 85018. The firm is legally registered to provide services to clients throughout a number of states, including Arizona, California, Colorado, Michigan, New Hampshire, New Mexico, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sharpepoint, LLC by the Numbers
$131.4 million
7
972
$135.2 thousand
Products and Services
Sharpepoint, LLC provides a variety of financial services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. In the prior fiscal year, it provided 11-25 of its accounts with financial planning services. The firm does not sell products or offer services apart from investment advice to its investment advisory accounts. It also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Find a firm that offers this service
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by the company likely consist of some combination of the following fee types: asset-based or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a number of different customers. Sharpepoint, LLC provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 972 accounts, Sharpepoint, LLC's biggest client is retail investors, but it also manages money for 53 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 12.27%
- Other Individuals - 84.03%
- Corporations - 1.85%
- Charitable Organizations - 1.85%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sharpepoint, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sharpepoint, LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
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