G.W. Sherwold Associates provides financial planning, estate planning and wealth preservation, retirement planning, portfolio analysis, and portfolio management services to individuals, businesses, and institutional clients. The firm tailors its services to each client's individual needs, goals, risk tolerance, and investment time horizon. Clients can impose reasonable restrictions on investments.
Assets Under Management$570M
Clients424
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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