Sherri Desjardins
Sherri Desjardins is a registered investment advisor at Centaurus Financial, INC., based in Lady Lake, FL, with 11 years of industry experience. Sherri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
871 Hwy 466, Suite 702, Lady Lake, FL, 32159
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2025Other Business ActivitiesSells Insurance
Sherri is a managing member of Desjardins Retirement Solutions LLC, a registered Florida insurance agency, since 2013, dedicating about 10-20% of her time to the sale of life, health, and fixed annuities, as well as administrative duties. She also spends a few hours per week on payroll and accounts payable administration for the company.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
State Registrations10 states
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.