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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-31-2017
- Office Locations
- 1
Office Locations
About Mark Sharp Retirement
Mark Sharp Retirement is an Oregon-based RIA focused on helping pre-retirees and retirees convert accumulated savings into a sustainable “retirement paycheck.” The firm provides ongoing, coordinated planning across spending, income strategy, investments, and tax planning, using the RISA® assessment and a Retirement Spending Snapshot to align income preferences with portfolio construction. Portfolios are ETF-heavy and custodied with Altruist.
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Owner & Executives
MARK DWAYN SHARP
Advisor, President
- CRD
- #4975830
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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