Ashley Perlmutter is a registered investment advisor at Sherman Wealth Management LLC, based in Gaithersburg, MD, with 4 years of industry experience. Ashley 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.
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Learn about disclosures →Employment History
Current Registrations
Sherman Wealth Management LLC
State Registrations4 states
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