Sherwin Korey is a registered investment advisor at Capital Resource Management,inc., based in Deerfield, IL, with 28 years of industry experience. Sherwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CRM offers investment management services based on a percentage of the assets managed. The fee depends on the size and type of account. CRM also offers a flat fee option, subject to a minimum of $24,000 per year. All fees are negotiable. CRM prefers accounts with at least $5 million of investable assets, but may accept smaller accounts at a higher fee. Clients also pay custodial fees, brokerage commissions, money manager fees, transaction fees, and mutual fund fees.
Location
770 Lake Cook Road, Suite 370, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sherwin is the president of Capital Resource Management, Inc., an investment advisory firm, since 1991. This activity is investment-related and takes more than full-time hours.
Employment History
Current Registrations
Capital Resource Management,inc.
State Registrations1 state
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