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 Alternative Investments, High Net Worth, Investment Management. Their firm serves 42 clients with $590M 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 $5.0M | 0.50% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Rates shown are for equity and balanced strategies; fixed income strategies are 0.35% for $5M-$10M and 0.25% for over $10M. Accounts under $5M generally pay greater than 0.50%. Subject to a $24,000 minimum annual fee.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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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
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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