Mark Sherman is a registered investment advisor at S3, INC, based in Minneapolis, MN, with 12 years of industry experience. Mark 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 101 clients with $75M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Location
5402 Parkdale Drive, Suite 100, Minneapolis, MN, 55416
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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
Mark is the 100% owner and CEO of Vipadvisor.com and Charitybox.com, both computer software companies, since 2000 and 1999 respectively. He spends minimal time on each of these ventures.
Employment History
Current Registrations
S3, INC
State Registrations1 state
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