Philip Sher is a CFP-designated registered investment advisor at The Sher Wealth Management Group, based in Needham, MA, with 27 years of industry experience. Philip is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 56 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum annual fee is 1.25% for all advisory programs, and fees are negotiable.
Fee Estimator
Location
75 Second Ave., Suite 605, Needham, MA, 02494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Philip is associated with The Sher Wealth Management Group as a Registered Investment Advisor Hybrid since 2015. This activity takes Philip full-time.
Employment History
Current Registrations
The Sher Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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