Andrew Sherman is a registered investment advisor at Bankschannel Advisors, LLC, based in Roanoke, VA, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 33 clients with $8M 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 $100K | 1.00% |
| $100K - $1.0M | 0.70% |
| $1M+ | 0.30% |
There is a minimum quarterly account fee of $250.
Fee Estimator
Location
Roanoke, VA
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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
Bankschannel Advisors, LLC
State Registrations1 state
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