Sharpepoint, LLC

SharpePoint, LLC is a Registered Investment Adviser based in Phoenix, Arizona, established in January 2018. The firm offers investment advisory services tailored to meet clients' needs and investment objectives, including asset allocation strategies and financial planning consulting services. Clients may impose restrictions on investing in certain securities. SharpePoint provides discretionary and non-discretionary investment advisory services through managed account programs. The firm also offers held-away asset management services for accounts not directly held at their custodian. Financial planning services are charged through a fixed fee arrangement based on the complexity of the client's situation. The firm does not participate in wrap fee programs and has assets under management of $150,495,638 as of December 2024. The minimum account size to open and maintain an advisory account is $250,000, which may be waived at the firm's discretion. SharpePoint charges asset management fees based on a blended fee schedule and may assess other charges associated with conducting a brokerage business. The firm acts as a fiduciary and does not receive commissions for recommending securities. Clients have the option to grant the firm investment discretion over their accounts. SharpePoint does not vote proxies on behalf of client advisory accounts. The firm has not had any reportable disclosable events in the past ten years.