Marla Sherrod is a CFP, ChFC-designated registered investment advisor at &partners, based in Conroe, TX, with 21 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
200 River Pointe STE 310, Conroe, TX, 77304
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Regulatory History (1)
Customer Dispute
March 2018Other Business Activities
Marla is a co-owner of Tandem S Ranch, a family farm in Huntsville, TX, since 2021. She dedicates minimal time to this activity.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 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.