Janet Sherry
Janet Sherry is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Wall, NJ, with 27 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
4814 Outlook Drive, Suite 104, Wall, NJ, 07753
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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
Janet is an agent appointed with multiple carriers, advising clients on fixed insurance, life, long-term care, and disability insurance, dedicating a few hours per week. She is also a co-owner of Foresight Financial Partners, a financial planning and investment firm, taking about a quarter of her time.
Employment History
Current Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Previous Registrations
Triad Advisors, LLC
Triad Advisors LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Securities America, INC.Broker
Jm Egan Wealth Advisors, LLC
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Edward JonesBroker
Bny Investment Center INC.Broker
Lockwood Financial Services, INC.Broker
State Registrations10 states
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.