Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
137 clients
Average Client Portfolio
$891K average
Assets Under Management
$122.0M
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Andrew William Prescott
Location
Winter Garden, FL
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sherman Wealth Management LLC
June 2023 - Present · 2 yrs 8 mos
Ocean Breeze Wealth LLC
February 2018 - Present · 8 yrs
Previous Registrations
Morgan Stanley
June 2009 - January 2018 · 8 yrs 7 mos
Morgan StanleyBroker
June 2009 - January 2018 · 8 yrs 7 mos
Citigroup Global Markets INC.
November 2006 - June 2009 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
July 2006 - June 2009 · 2 yrs 11 mos
State Registrations4 states
FLMDNYTX
Advisor
Exams
No exam information available for this advisor.
Contact
Andrew William Prescott