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Service Option Investment Management Planning Support Tax Prep Price Best for
Retainer
✓
✓
✓
 $7,500 - $10,000 <$3M portfolios
Hybrid
✓
✓

$3,000–$5,000 + 0.35% AUM fee $3M+ portfolios
AUM
✓


0.75% on the first $1M, lower rates above $500K + portfolios investment only



How to Get Started
Your first 90 days toward a stronger retirement — with results you can see right away. You’ll leave this stage with a personalized retirement income plan, an aligned portfolio, and your first tax strategy already in motion. From there, you roll seamlessly into your chosen Retainer or Hybrid service for long-term guidance.


Transparent Fee Schedule
At Mark Sharp Retirement, we believe in clear, straightforward pricing. Our service models are designed to align with your retirement planning needs and the complexity of your financial situation.

Retainer
  • Who it’s for: Households with investable assets under $2M

  • Annual Fee: $7,500

  • Billing: $2,000 due at onboarding, balance of $5,500 collected quarterly ($1,375 each) from managed accounts after transfer to our custodian

  • What you get: Fully integrated retirement income planning, investment management, and tax support


Tiered Retainer
  • Who it’s for: Households with investable assets between $2M and $3M

  • Annual Fee: $10,000

  • Billing: $2,500 due at onboarding, balance of $7,500 collected quarterly ($1,875 each) from managed accounts

  • What you get: Same comprehensive planning, investment management, and tax support, tailored to higher complexity


Hybrid
  • Who it’s for: Households with investable assets over $3M

  • Annual Fee: $3,000–$5,000 (based on complexity) plus 0.35% asset-based fee

  • Billing: $1,000–$1,500 due at onboarding; balance collected quarterly from managed accounts, along with the AUM portion

  • What you get: Comprehensive retirement planning, investment management, and tax strategies with a fee structure that scales fairly with larger portfolios


AUM-Only
  • Who it’s for: Households with investable assets over $500K

  • Annual Fee: 0.75% of assets under management

  • Billing: Fees are deducted quarterly from managed accounts

  • What you get: Hands-off investment management — best for clients who:

    • Prefer professional investment management without ongoing planning

    • Already have a solid financial plan in place

    • Want a lower-cost investment-only option

    • Have at least $500,000 in investable assets


Frequently Asked Questions (for all services)
What is Starter-to-Steady, and why is it required?
It’s a focused 90-day onboarding where we build your retirement income plan, align your portfolio, and implement your first tax strategy—so you see tangible value right away. It then rolls seamlessly into your ongoing service.

How do fees work for Retainer and Hybrid?
  • Retainer is $7,500/year: $2,000 due at onboarding, with the remaining $5,500 collected in quarterly installments ($1,375 each) from your managed accounts after transfer to our custodian.
  • Tiered Retainer is $10,000/year: $2,500 due at onboarding, with the remaining $7,500 collected in quarterly installments ($1,875 each) from your managed accounts after transfer to our custodian.
  • Hybrid is $3,000–$5,000/year flat fee (based on planning complexity) with a $1,500 initial installment at onboarding, with the remaining balance collected in quarterly installments from your managed accounts after transfer to our custodian. The 0.35% AUM fee on assets above $3 million is also deducted quarterly.
What’s included in AUM?
Professional investment management and ongoing support (reviews, direct access, proactive outreach). Planning and tax prep are not included in AUM.

How do the Retainer and Hybrid options differ?
Both provide ongoing planning and investment management. Retainer includes tax preparation; Hybrid includes integrated tax planning but not tax prep, and its annual fee varies by asset level/complexity.

Who is a good fit for each service?
  • Retainer: clients wanting full-service planning, investment management, and tax prep in one flat annual fee.
  • Hybrid: clients wanting ongoing planning + investment management without tying all costs to AUM.
  • AUM: clients seeking investment management only, with optional add-ons for planning/tax work.
Do I have to re-do onboarding when I move from Starter-to-Steady to an ongoing tier?
No—your work from the first 90 days carries forward. There’s no repeat onboarding.

Do you work virtually with clients?
Yes—we serve clients nationwide via secure, digital-first meetings and a personal planning portal.


Summary
  • AUM is ideal if you just want investment management.
  • Hybrid is best if you want planning plus investment support, but already have tax prep covered.
  • Retainer is the most comprehensive—it’s all-in-one, for those who want everything handled under one roof.