Clear, transparent pricing
Understanding what you’re paying, and why, should feel simple.
This estimator gives you a clear view of your fee based on your portfolio.
fee estimator
Get clarity on your fees
Enter your estimated portfolio value to see your effective annual fee.
Estimated annual fee
Compared to a typical 1.87% annual fee
0.00 percentage points lower
Your fee is calculated using a tiered structure, so your effective rate becomes more efficient as your portfolio grows.
This calculator is for illustrative purposes only and does not constitute investment, tax, legal, or financial advice.
Your fee is based on a tiered structure, so different portions of your portfolio are charged at different rates, allowing your overall fee to decrease as your portfolio grows.
Sparrow’s Fee-based structure:
1.27% on the first $250,000
1.02% on the next $250,000
0.85% on the next $500,000
0.76% on the next $1,500,000
0.64% on the next $2,500,000
0.51% on the next $5,000,000
0.43% on amounts above $10,000,000
What working together includes
Working together is about more than managing investments. It’s about bringing clarity to the decisions that shape your financial life.
Depending on your needs, this may include:
Investment needs and risk assessment
Portfolio analysis and ongoing recommendations
Regular portfolio review meetings
Financial planning and analysis
Tax planning
Retirement planning
Estate and legacy planning
Wealth preservation
Trade execution and portfolio management
Cash flow and debt planning
Business and succession planning
Why a fee-based model matters
Our role is to help you make clear, confident financial decisions—not to sell products.
A fee-based structure keeps advice aligned with your best interests, so recommendations are based on what makes sense for your life, not commissions or incentives.
✔︎ Transparent and predictable pricing
✔︎ No commissions or product-based incentives
✔︎ Advice built around your life, not a template