Sherwin Shenfeld is a PFS-designated registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 40 years of industry experience. Sherwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherwin is the president of Julie Michael, LTD, a financial planning firm, dedicating about half of his time. He is also the president of Shenfeld & Co, LTD, a CPA firm, working nearly full-time, and president of Mervana, Inc., an art dealer, spending about a quarter of his time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Krk LimitedBroker
Wycombe Securities CorporationBroker
State Registrations4 states
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