Ronald Glendening is a CFP-designated registered investment advisor at Sherman Portfolios, based in Coeur D'Alene, ID, with 24 years of industry experience. Ronald 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 6,652 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Maximum fee for Tactical Models. Active & Passive Models fee is 0.35%. Fees are negotiated.
Fee Estimator
Location
2000 John Loop, Coeur D'Alene, ID, 83814
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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
Ronald is the COO and a wealth advisor for Pinkerton Retirement Spec. LLC, spending about 10-20% of his time in this role. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust and an Investment Adviser Representative for Sherman Portfolios, LLC.
Employment History
Current Registrations
Sherman Portfolios
Pinkerton Wealth Partners
Previous Registrations
Triad Advisors LLCBroker
LPL Financial Corporation
LPL Financial LLCBroker
State Registrations2 states
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