Andrew Prescott is a CFP-designated registered investment advisor at Sherman Wealth Management LLC, based in Winter Garden, FL, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $160M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees may be negotiable. Certain legacy clients are charged pursuant to different fee schedules.
Fee Estimator
Contact
Andrew Prescott
Location
Winter Garden, FL
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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 →Employment History
Current Registrations
Sherman Wealth Management LLC
Ocean Breeze Wealth LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 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