Sheri Messer is a registered investment advisor at Fefa Financial, based in North Palm Beach, FL, with 5 years of industry experience. Sheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
24 advisors
Number of Clients
1,686 clients
Average Client Portfolio
$258K average
Assets Under Management
$435.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2002 Cove Lane, North Palm Beach, FL, 33408
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 1995Settled
Other Business ActivitiesSells Insurance
Sheri is a licensed insurance agent.
Employment History
Current Registrations
Fefa Financial
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ae Wealth Management, LLC
May 2020 - February 2024 · 3 yrs 9 mos
State Registrations3 states
FLIATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.