Mark Sharp
Mark Sharp Retirement
818 SW 3rd Ave # 221-1228
Portland, OR 97204
8006221045
About Mark Sharp Retirement
Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, since maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. We bring a unique combination of experience, skills, and training to this problem domain to help our clients best utilize their resources in retirement.
See Disclosures
General Information
Firm Start Year
2017
No. of Employees
2-4
CRD#
4975830
Firm CRD#
285773
Name of Broker/Dealer
Altruist
Name of Custodial Firm
Altruist
States Licensed in
OR
Years of Experience in Financial Services
15
Number of Years with Current Firm
7
Work Experience
Mark has spent over a decade in the retirement planning business, talking to scores of retirees nationwide. Many are unsure about this next stage and how they will fund their desired lifestyle. Mark helps those facing this challenge and many others successfully transition from work life to retirement. He looks forward to sharing his principles with you and helping you unlock the potential of your retirement.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Retirement Planning, Insurance Products & Annuities
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, EA, RICP®
Firm Information
Firm's Number of Clients
25
Firm's Number of Planning Clients
25
Firm's Number of Managed Clients
25
Assets Managed by Firm
$45,000,000
Advisor's Number of Clients
25
Advisor's Number of Managed Clients
25
Advisor's Number of Planning Clients
25
Assets Managed by Advisor
$45,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Flat Fee
Additional Details on Charges
We are a fee-only, virtual financial services firm offering retirement income, investment, and tax advisory services for those nearing or recently retired. The fee ranges from $8,250 to $9,500, depending on household size. Visit our website, www.marksharpretirement.com, for more information on our services.
Minimum Fee Charged for Managed Accounts
$8,250
Education
Bachelor of Science - Computer Science/Mathematics
California State University, East Bay
08/27/1983 -06/18/1987
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash for these referrals, which incentivizes RothIRA.org to make these referrals, resulting in a conflict of interest.
https://marksharpretirement.com/disclaimer
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1889636/rothira-Mark-Sharp-Retirement-detailed-disclosure.html
Disclaimer
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