Steven Sherman is a registered investment advisor at Steven William Sherman, based in San Rafael, CA, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steven Sherman charges a quarterly fee based on a percentage of the value of your portfolio. He does not charge any other fees beyond this quarterly fee.
Location
San Rafael, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Steven William Sherman
State Registrations1 state
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