Bradley Sherman is a registered investment advisor at Sherman Wealth Management LLC, based in Gaithersburg, MD, with 14 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 143 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Certain legacy clients are charged pursuant to different fee schedules.
Fee Estimator
Location
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD, 20878
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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 Activities
Bradley co-owns Appleseed Management LLC, a real estate rental company, and spends minimal time maintaining property and collecting rent. Bradley also owns rental real estate and spends minimal time maintaining the property and collecting rent.
Employment History
Current Registrations
Sherman Wealth Management LLC
Previous Registrations
Lincoln Financial Securities Corporation
State Registrations3 states
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.