Sheridan Major is a registered investment advisor at Charles Schwab & CO., INC., based in Orlando, FL, with 18 years of industry experience. Sheridan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1991 Summit Park Drive, Orlando, FL, 32810
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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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
Edward Jones
Edward JonesBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
St Johns Investment Management CO
State Registrations53 states
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