TrueAdvisor
TrueAdvisor
RG
CFP
RG
CFP

Ronald Glendening

Sherman Portfolios
24 Years of Experience
Coeur D'Alene, ID
View SEC Summary
View SEC Summary

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.

Sherman Portfolios
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
6,652 clients
Average Client Portfolio
$234K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.80%

Maximum annual fees vary by strategy type: 0.35% for active and passive models, and 0.80% for tactical models. Fees are negotiated pursuant to sub-adviser agreements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2000 John Loop, Coeur D'Alene, ID, 83814

Get directions

History

Regulatory History
Clean regulatory record

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
October 2022 - Present · 4 yrs
Pinkerton Wealth Partners
June 2010 - Present · 16 yrs 4 mos
Previous Registrations
Triad Advisors LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
LPL Financial Corporation
July 2003 - October 2010 · 7 yrs 3 mos
LPL Financial LLCBroker
January 2002 - May 2016 · 14 yrs 4 mos
State Registrations2 states
IDWA
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Coeur D'Alene, ID →All financial advisors in Idaho →