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Sharper Image Financial Services, LLC

Headquartered in ERIE, CO

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Firm Information

Sharper Image Financial Services, LLC is an investment advisor registered with the SEC. The firm manages approximately $1.06 million in assets for 22 clients. The firm offers financial planning and portfolio management services to individuals and high net worth individuals.

Sharper Image Financial Services, LLC

$1.06M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SHARPER IMAGE FINANCIAL SERVICES, LLC has a total of 2 branch locations across the country.

Advisors at Sharper Image Financial Services, LLC

View All 2 Advisors

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Disclosures

There are no public disclosures for Sharper Image Financial Services, LLC.

Frequently Asked Questions (7)

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