Scott Scherrer is a registered investment advisor at Scherrer Financial Services, based in Downers Grove, IL, with 21 years of industry experience. Scott 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 10 clients with $3M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.45% |
Fees are negotiable and discounts are offered.
Fee Estimator
Location
Downers Grove, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Scherrer Financial Services
State Registrations1 state
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