SharpEdge Financial LLC

SharpEdge Financial LLC

Financial Planning for Attorneys

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Disclosures

SharpEdge Financial LLC is a Registered Investment Adviser registered with the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.

The views and opinions expressed are made as of the date of publication and are subject to change over time. The content of this website is for informational or educational purposes only. Website content is not intended as individualized investment advice, or as tax, accounting, or legal advice. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. This information should not be relied upon as the sole factor in an investment-making decision. Website users are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

Although we gather information from sources that we deem to be reliable, we cannot guarantee the accuracy, timeliness, or completeness of any information prepared by any unaffiliated third-party. Your use of the information is at your sole risk. Under no circumstances are we liable for any claims of damages that result from the use of, or the inability to use, the information provided on this site.

This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website.

SharpEdge Financial LLC is a Registered Investment Adviser registered with the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Please see Disclosures for additional important information.

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Based in Dallas, TX

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Project-Based Planning Pricing

  • One-time flat fee starting at $2,500.
  • Half due up-front, half at delivery.
  • The fee is based on complexity.

Ongoing Planning Pricing

The ongoing planning fee has two components:

  • (1) Initial onboarding fee ranging from $2,000 to $5,000.
  • (2) Ongoing fee ranging from $400-750/month (starts 90 days after beginning of engagement).
  • The fee is based on complexity.

Ongoing Planning +
Investment Management Pricing

This fee is in addition to the Ongoing Planning Services fee

Assets Under Management

Fee

Under $500,000

1.00%

$500,001 - $1,000,000

0.80%

$1,000,001 - $3,000,000

0.60%

$3,000,001 - $10,000,000

0.40%

$10,000,001 +

0.25%

Fee schedules are subject to change.

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Free Email Course for New Big Law Partners

In this course, you will learn about:

  • Big Law partners' compensation and taxes.
  • New partner benefits and retirement plans.
  • Strategies to mitigate the impact of the changes on your cash flow.
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