Sharlene Wolf
Sharlene Wolf is a CFP-designated registered investment advisor at The Sher Wealth Management Group, based in Needham, MA, with 22 years of industry experience. Sharlene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 56 clients with $150M 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 | 1.25% |
The account fee charged to the client for each advisory program is negotiable, subject to the maximum annual fee of 1.25%.
Fee Estimator
Location
75 Second Ave., Suite 605, Needham, MA, 02494
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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
Sharlene assists Philip Sher in preparing financial plans and acts as Chief Compliance Officer for The Sher Wealth Management Group, dedicating about half of her time. She also works as a tax preparer, spending minimal time on this activity.
Employment History
Current Registrations
The Sher Wealth Management Group
LPL Financial LLCBroker
Previous Registrations
The Sher Wealth Management Group
State Registrations1 state
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