The Sharp Financial Group

The Sharp Financial Group

Horsham, Pennsylvania

5.0

10 Reviews

The Sharp Financial Group, headquartered in Horsham, PA, is a local investment advisory firm with a team of 7 dedicated professionals. Of these, 6 specialize in providing investment advisory services to their clients. With an average of approximately $80,940,000 in assets under management per investment advisor, the firm is on par with industry standards. The compensation structure at The Sharp Financial Group encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive customized solutions tailored to their specific needs and fin...see more

Assets Under Mgmt

$254.91M

Investment Professionals

6

Locations

4

% 401K & Individual

5%

% Discretionary

55%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Reviews for The Sharp Financial Group

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