Jerry Herman
Jerry Herman is a registered investment advisor at Wisdom Investment Strategies, LLC, based in Chagrin Falls, OH, with 9 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 12 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on individual client circumstances. A performance-based fee may also apply to certain qualified clients.
Fee Estimator
Location
Chagrin Falls, OH
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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 Activities
Jerry is a trustee for Parma Hospital Health Care Foundation. He also owns rental properties through various LLCs and is the president and owner of Wisdom Capital, LLC, a business consulting firm, taking about a quarter of his time.
Employment History
Current Registrations
Wisdom Investment Strategies, LLC
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.