Gerald Sheridan is a registered investment advisor at Brookwood Investment Group, based in San Jose, CA, with 19 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,160 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brookwood Investment Group's investment management fee is negotiable, up to 2.50% annually, depending on factors like the amount of assets managed, portfolio complexity, and client needs. Fees can be charged using a flat, linear, or tiered percentage structure. Fees are calculated as a percentage of assets under management and assessed quarterly, either in advance or in arrears, as agreed upon. Cash positions are included when calculating the fee.
Location
San Jose, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Redwood Private Wealth
Emerald Blue Advisors
Householder Group Financial Advisors, LLC
Financial Telesis, INC.
Royal Alliance Associates, INC.
Whjr Associates
State Registrations1 state
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.