Sherry Boulay
Sherry Boulay is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 24 years of industry experience. Sherry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
740 Battery Ave, Se, Ste 8500, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Sherry is a board member at Families First, Inc., a non-profit organization providing various services to youth and families. She dedicates minimal time to overseeing the management team and strategic plan.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
State Registrations11 states
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
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