Michael Sherman
Michael Sherman is a CFP-designated registered investment advisor at Sherman Wealth Solutions LLC, based in Charlotte, NC, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sherman Wealth Solutions' investment management fee ranges from 0.40% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly, based on the value of your portfolio at the end of the quarter. Fees may be negotiable.
Location
301 S Mcdowell Street, Suite 130-A, Charlotte, NC, 28204
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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
Michael owns Sherman Insurance Solutions LLC, where he works as a licensed insurance professional, dedicating minimal time. He also owns Sherman Tax Solutions LLC, a tax preparation business, dedicating about a quarter of his time, with more time spent during tax season.
Employment History
Current Registrations
Sherman Wealth Solutions LLC
Previous Registrations
Vineyard Financial Partners
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
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.