Wilbur Shertzer
Wilbur Shertzer is a CFP, ChFC-designated registered investment advisor at Stewardship Advisors, LLC, based in Mount Joy, PA, with 39 years of industry experience. Wilbur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 647 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
321 W. Main Street, Mount Joy, PA, 17552
Get directionsHistory
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 ActivitiesSells Insurance
Wilbur is the treasurer for Black Rock Retreat, a camp and retreat center, and owns KLKD Properties, an office rental business. He also works as a tax preparer and is a partner at Freedom Offices LLC, and a managing partner at Stewardship Advisors LLC, where he sells health and life insurance.
Employment History
Current Registrations
Stewardship Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Advisors
Proequities, INC.Broker
Nylife Securities INC.Broker
State Registrations1 state
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.