AP
AP

Ashley Rose Perlmutter

3 Years of Experience
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 ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $3.0M0.75%
$3.0M - $6.0M0.60%
$6.0M - $10.0M0.40%
$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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Location

9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD, 20878

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History

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.

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Employment History
Current Registrations
Sherman Wealth Management LLC
December 2021 - Present · 4 yrs 2 mos
State Registrations4 states
FLMDNYTX
Advisor
Exams
No exam information available for this advisor.