Sherwood Investments offers personalized financial planning and investment management. As a fee-only advisor, Sherwood Investments does not accept commissions and acts as a fiduciary, putting clients' interests first. Services include determining financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Sherwood Investments manages investments through a limited power of attorney, with clients maintaining asset control at a third-party custodian.
Assets Under Management$84M
Clients41
Advisors1
Avg. per Client$2M
Avg. per Advisor$84M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Minimum quarterly fee is $250. Fees are negotiable. Current client contracts may exist where the fees are higher or lower than the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
