David Sherman is a registered investment advisor at Tfo Wealth Partners, based in Maumee, OH, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,642 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFO Wealth Partners charges a percentage of your portfolio each year, not to exceed 1.5%. The exact fee is negotiable and depends on factors like the amount and type of your assets, the complexity of your situation, and the scope of services you need. Fees are typically billed quarterly in advance. Employees of TFO Wealth Partners and its affiliates may receive discounted fees. If a third-party investment manager is used, they will charge separate fees.
Location
1440 Arrowhead Drive, Maumee, OH, 43537
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Regulatory History
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 →Other Business ActivitiesSells Insurance
David manages Sherman TDC, LLC and Vanbridge Life and Executive Benefits, both dealing with non-variable life and disability insurance and fixed annuities, taking about a quarter of his time for each. He also manages several other LLCs that indirectly own life insurance and collectibles, requiring minimal time.
Employment History
Current Registrations
Tfo Wealth Partners
State Registrations1 state
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