Colby Sherman is a registered investment advisor at Archford Capital Strategies, LLC, based in St. Louis, MO, with 9 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 8 more. Their firm serves 861 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Subject to a $2,000 minimum annual fee.
Fee Estimator
Location
101 South Hanley Road, Ste 1310, St. Louis, MO, 63105
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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 →Employment History
Current Registrations
Archford Capital Strategies, LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Columbia Management Investment Advisers, LLC
Columbia Management Investment Distributors, INC.Broker
Metlife Investors Distribution CompanyBroker
Ameriprise Financial Services, INC.Broker
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.
Exams
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