Stephanie Scherr
Stephanie Scherr is a CFP-designated registered investment advisor at Sm Scherr Financial LLC, based in Houston, TX, with 39 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 56 clients with $110M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000. A negotiated discount of up to 80% may be available to clients; a negotiated discount of up to 100% may be available to family and friends.
Fee Estimator
Location
Houston, TX
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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 ActivitiesSells Insurance
Stephanie provides estate and financial planning services, including preparing written plans, and is a registered investment advisor. She also sells life and long-term care insurance, and is a member of Bibi's Devise LLC (real estate) and Three Out of Five LLC (investments).
Employment History
Current Registrations
Sm Scherr Financial LLC
Previous Registrations
Proequities, INC.Broker
Sun Investment Services CompanyBroker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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