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SharpePoint, LLC

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Client assets under management

$210,584,638

More info

Clients

479

13% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

160

Very High

Average account size

$439,634

About

SharpePoint serves individuals (including high-net-worth clients), charitable organizations, and small businesses with discretionary and non-discretionary investment advisory services, financial planning, and held-away asset management for accounts such as 401(k)s and HSAs. The firm reports $222.8 million in discretionary assets under management and typically requires a $250,000 account minimum, which it may waive in certain cases.

The firm tailors portfolios to client objectives using a mix of asset-allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading strategies, and it provides ongoing reviews and account rebalancing. SharpePoint also manages a pooled vehicle, the SharpePoint Strategic Opportunities Fund, LP, which pursues long and short equity positions under a “growth at a reasonable price” framework and charges performance-based fees to qualified investors (with qualified-client thresholds disclosed in the brochure).

What distinguishes SharpePoint from many peers is its role as a private fund adviser and manager of pooled investment vehicles subject to annual audit and deemed custody, alongside its separately offered held-away management using order-management tools for tax-efficient asset location. The firm also provides public educational seminars at no charge and discloses that its investment advisory representatives are licensed insurance agents, a secondary activity the brochure identifies as a potential conflict of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management

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Fee options

Fixed

Fixed fees for financial planning services from $1,200 to $10,000 per project.

Percentage

$0 - $499,999: 1.50% $500,001+: 1.20%

Commissions

Insurance product sales by some representatives with commissions; conflicts disclosed.

Project-based

Hourly charges reported in SEC Form ADV Part 1, but specific hourly rates not stated in brochure.

Performance-based

Performance-based fees charged only to Fund investors who are qualified clients with minimum $1,100,000 AUM; details contained in Fund offering.

Other

Account minimum: $250,000 (may be waived at sole discretion) Fee-only: Fixed fees for financial planning ranging from $1,200 to $10,000 per project, fees negotiable depending on complexity.

Main office location

SharpePoint, LLC

5090 N. 40 Th Street, Suite 200

Phoenix AZ 85018, United States

Number of offices

2

Most active in

More info

Arizona · California · Colorado · Michigan · New Hampshire · New Mexico · Texas · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 480-999-3033

Advisors at this firm

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user avatar

Jason M

CFP®, Series 66

Phoenix, AZ

SharpePoint, LLC

Jason McCaleb is a CFP® with 25 years of industry experience, currently serving as a financial advisor at SharpePoint, LLC since 2018. His prior experience includes roles at Good Life Advisors and LPL Financial. Outside of his advisory work, he provides consulting services through RM Alliance. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a range of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Wealth management
user avatar

Brian R

CFP®, Series 63, Series 66

Phoenix, AZ

SharpePoint, LLC

Brian Robinson is a CFP® with 24 years of industry experience, currently serving as an advisor at Sharpepoint, LLC since 2017. His prior experience includes roles at Private Advisor Group, LLC and LPL Financial LLC, both from 2012 to 2018. Outside of financial advising, he is the owner of PV SPORTS, a retail and internet-based sporting equipment business. Sharpepoint, LLC serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs a variety of investment strategies tailored to client risk profiles and offers unique services such as direct management of held-away retirement accounts and private fund management.

Wealth management
user avatar

Daniel L

Series 63, Series 65

Phoenix, AZ

SharpePoint, LLC

Daniel Laraway is a financial advisor at Sharpepoint, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC and LPL Financial, LLC. Outside of his advisory work, Laraway is involved in grief recovery coaching, life coaching, and high performance driving coaching. SharpePoint serves individuals, high-net-worth clients, charitable organizations, and small businesses with portfolio management, financial planning, and held-away asset management. The firm employs tailored investment strategies including asset allocation and both long- and short-term trading, and offers specialized services such as direct management of held-away retirement accounts and private fund management.

Wealth management
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