Michael Sherman is a registered investment advisor at Sherman, Young & Leavitt, LLC, based in Oregon City, OR, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 370 clients with $72M 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 | 1.00% |
| $500K+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Location
Oregon City, OR
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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 Activities
Michael is a part-time employee of Michael Sherman LLC since January 1, 2023, working on tax return preparation and financial statements, and advising business clients. This takes about 10-20% of Michael's time.
Employment History
Current Registrations
Sherman, Young & Leavitt, LLC
Previous Registrations
Sherman, Young & Leavitt, LLC
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.