Sherwood Yuen
Sherwood Yuen is a registered investment advisor at Vanguard Personalized Indexing Management, based in Oakland, CA, with 6 years of industry experience. Sherwood operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 165 clients with $7.3B 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 $50.0M | 0.20% |
| $50.0M - $100.0M | 0.18% |
| $100.0M - $500.0M | 0.15% |
| $500M+ | Included |
For accounts that select a benchmark other than CRSP or Solactive, additional fees ranging from .010% to .0275% will be charged. VPIM may negotiate lower fees depending on the nature of the strategy, account size, and overall relationship. For individual accounts, the annual fee rates are: $10,000,000 to $50,000,000: 0.15%; $50,000,001 to $100,000,000: 0.13%; $100,000,001 and over: Custom.
Fee Estimator
Location
1611 Telegraph Ave., Suite 1100, Oakland, CA, 94612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Vanguard Personalized Indexing Management
State Registrations3 states
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