Benjamin Sherlock
Benjamin Sherlock is a registered investment advisor at Credentialed Wealth Advisors, LLC, based in Johnstown, CO, with 15 years of industry experience. Benjamin 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. Their firm serves 302 clients with $140M 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 | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Assisted Investing fee schedule. Custom Investing fees are higher. Certain legacy clients pay 0.25% annually. Fees may be negotiable.
Fee Estimator
Location
3 South Parish Avenue, Johnstown, CO, 80534
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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
Credentialed Wealth Advisors, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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