Sherwood Forman
Sherwood Forman is a registered investment advisor at Lifespan Financial Strategies, INC., based in Weston, FL, with 8 years of industry experience. Sherwood operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 515 clients with $360M 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 | 1.10% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable on a case-by-case basis. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1655 North Commerce Parkway, Suite 203, Weston, FL, 33326
Get directionsHistory
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
Sherwood sells non-variable insurance in Florida since 2019, dedicating minimal time to this activity. This activity is investment-related.
Employment History
Current Registrations
Lifespan Financial Strategies, INC.
Previous Registrations
LPL Financial LLCBroker
State Registrations2 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.