Sharkey Howes & Javer Review


Trust Score 84%
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Sharkey Howes & Javer, federally registered in 1991, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 10 advisors. Sharkey Howes & Javer manages $785 million and provides investment advisory services for 1,082 clients (1:109 advisor/client ratio).

Sharkey Howes & Javer requires a $100,000 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has been federally registered for 27 years
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 109 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $100,000
Minimum Annual Fee $0
Average Account AUM $725,554
Hybrid Advisor No
Disciplinary History No
Total AUM $785 million
Advisor / Client Ratio 1:109
Headquarters Denver, CO
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $3,000,000 0.80%
$3,000,001 to $5,000,000 0.60%
$5,000,001+ 0.50%


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