Sherman Wealth offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Sherman Wealth provides wealth management services, including investment management and financial planning. Financial planning can be a one-time engagement or an ongoing service. Sherman Wealth also offers cash management services. They may recommend third-party investment advisors.
Assets Under Management$160M
Clients143
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
