Sherman Wealth Management LLC
Assets Under Management
$122.0M
Number of Clients
137
Number of Advisors
3
Average Client AUM
$891K
AUM per Advisor
$40.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sherman Wealth Management offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses and retirement plans. Services include wealth management, investment management, and financial planning, offered as one-time or ongoing engagements. They use a long-term investment approach.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location
9841 Washingtonian Blvd, Suite #200, Gaithersburg, MD, 20878
