Michael Sherman is a registered investment advisor at M4a3 LLC, based in Boulder, CO, with 25 years of industry experience. Michael 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 65 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M4A3 offers investment management services for an annual fee based on the amount of assets they manage. This fee can be up to 0.85% depending on the size and composition of your portfolio, the type and amount of services rendered, and who is providing the services. The fee is calculated each quarter based on the average daily balance of your account. M4A3 does not charge this fee on assets invested in their private funds, which have separate fees.
Location
820 Pearl Street, Ste F, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Managing Partner & Investment Adviser Representative at Schoolcraft Capital since 2015. This is a full-time commitment, including full-time hours during securities trading.
Employment History
Current Registrations
M4a3 LLC
Previous Registrations
Schoolcraft Capital LLC
Crestone Asset Management LLC
State Registrations1 state
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