Matthew Sherlock
Matthew Sherlock is a registered investment advisor at Empower Advisory Group, LLC, based in Westminster, MD, with 22 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B 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 | 0.50% |
| $100K - $250K | 0.40% |
| $250K - $400K | 0.30% |
| $400K+ | 0.20% |
EAG reserves the right to offer discounted fees or waive periodic fees.
Fee Estimator
Location
Westminster, MD
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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
Matthew is an officer (Ruling Elder) at Covenant of Grace PCA, a non-profit charitable organization, since 2017. He dedicates a few hours per week to the oversight and direction of the church and its ministries.
Employment History
Current Registrations
Empower Financial Services, INC.
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scottrade, INC.Broker
Nylife Securities LLCBroker
State Farm Vp Management CORP.Broker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations46 states
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