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Jarrod Sherman
28 Years of Experience
Wellesley, MA
2 Disclosures
Jarrod Sherman is a registered investment advisor at Strategic Planning Group, INC., based in Wellesley, MA, with 28 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 288 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
288 clients
Average Client Portfolio
$691K average
Assets Under Management
$198.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.80% |
| $7M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
57 River Street, Suite 306, Wellesley, MA, 02481
Get directionsHistory
Regulatory History (2)
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Regulatory
September 2019Final
Regulatory
August 2019Final
Employment History
Current Registrations
Strategic Planning Group, INC.
May 2011 - Present · 15 yrs
Previous Registrations
Qa3 Financial CORP.Broker
June 2002 - February 2011 · 8 yrs 8 mos
Tower Equities, INC.Broker
October 2000 - May 2002 · 1 yr 7 mos
Fidelity Investments Institutional Services Company, INC.Broker
May 1997 - September 2000 · 3 yrs 4 mos
State Registrations2 states
MANH
Advisor
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Exams
No exam information available for this advisor.