Marla Sherrod is a CFP, ChFC-designated registered investment advisor at &partners, based in Conroe, TX, with 22 years of industry experience. Marla is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 62,194 clients with $30B 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 | 3.00% |
Advisory fee is based on a percentage of assets under management, capped at 3.0%. Fees are individually negotiable.
Fee Estimator
Location
200 River Pointe STE 310, Conroe, TX, 77304
Get directionsHistory
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 Registrations15 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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