Robin Sherman is a registered investment advisor at 2nd Market Capital Advisory CORP., based in Madison, WI, with 10 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing. Their firm serves 35 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
2nd Market Capital Advisory Corporation offers several investment management options:
- Portfolio Asset Management Accounts: The annual management fee is 2% of the account value. Some clients may also pay a percentage (10% to 20%) of the increase in portfolio value each year.
- Baseline + Asset Management Accounts: The annual management fee is 1% of the account value.
- Proprietary Investment Portfolio Accounts: The annual management fee is 1% of the account value.
Location
650 N. High Point Road, Madison, WI, 53717
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin is the Executive Director and Secretary/Treasurer of the Board of Directors of 2nd Market Capital Economic Opportunity Foundation, Inc., a nonprofit organization. This activity requires a few hours per week.
Employment History
Current Registrations
2nd Market Capital Advisory CORP.
State Registrations1 state
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