Erik Sherman
Erik Sherman is a registered investment advisor at Osaic Wealth, INC., based in Coconut Grove, FL, with 23 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2937 SW 27th Ave, Suite 106, Coconut Grove, FL, 33133
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2021Customer Dispute
August 2009Other Business ActivitiesSells Insurance
Erik owns rental properties, dedicates full-time hours to Retirement Ready Advisers for securities investment advisory and insurance business, and is the president of Atrium in the Grove HOA. He also acts as an insurance broker and manages Sweet Escape Islamorada LLC, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations23 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.