Carol Sherr
Carol Sherr is a registered investment advisor at Brooks Financial Advisory Group,inc., based in Lake Worth, FL, with 24 years of industry experience. Carol operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 62 clients with $13M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees are subject to negotiation. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
Lake Worth, FL
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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
Carol is an independent insurance agent with BISYS Insurance Services, selling life insurance, annuities, and other insurance products since 1999. This activity requires minimal time.
Employment History
Current Registrations
Brooks Financial Advisory Group,inc.
Previous Registrations
Investacorp Advisory Services 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.