True Freedom Investing, operating as Sherman Portfolios, provides consulting guidance, research, and analytical tools to independent investment advisors and firms (SAGE members). These resources help advisors with strategic planning, portfolio structure, due diligence, and performance measurement. Sherman Portfolios offers the STARSHIP Turnkey Asset Management Program (TAMP), where it acts as a sub-advisor, and the Sherman Launch System (SLS) Daily Signals, providing daily market signals to SAGE members.
Assets Under Management$1.6B
Clients6,652
Advisors2
Avg. per Client$230K
Avg. per Advisor$780M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Maximum fee for Tactical Models. Active & Passive Models fee is 0.35%. Fees are negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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