The Nalls Sherbakoff Group offers personalized investment advice and financial planning services. They manage investment portfolios based on your goals, risk tolerance, and financial situation. They also offer financial planning services, ranging from comprehensive plans to single-subject consultations. Additionally, they provide pension consulting services to employee benefit plans.
Assets Under Management$290M
Clients373
Advisors3
Avg. per Client$790K
Avg. per Advisor$98M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000. Some legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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