Loren Sherman
Loren Sherman is a registered investment advisor at Integrity Wealth Management LLC, based in Waukee, IA, with 8 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 25 clients with $50M 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 | 2.00% |
| $500K+ | 2.00% |
For accounts below $500,000, IWML can charge a percentage not to exceed 2% or a flat fee not to exceed $6,000 or 2% of the account value. Fees are negotiable.
Fee Estimator
Location
550 SE Red Fern Drive, Waukee, IA, 50263
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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 →Other Business ActivitiesSells Insurance
Loren works as an independent insurance agent for various independent insurance companies since 2006. This activity takes about 10-20% of Loren's time.
Employment History
Current Registrations
Integrity Wealth Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Investment Advisors CORP
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.