Brandon Sherwood
Brandon Sherwood is a registered investment advisor at Strong Wealth Advisors, LLC, based in Englewood, CO, with 8 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1M+ | 2.25% |
Qualified clients pay 2% of assets plus 20% of gains. Assets held in money market or other cash equivalent assets are charged at an annualized rate of 0.06%. All fees are subject to negotiation. Some states take the position that an annual fee of 2% or greater of assets under management is generally higher than the industry norm.
Fee Estimator
Location
7995 E. Prentice Avenue, Englewood, CO, 80111
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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 Activities
Brandon works as Vice President, Investment Banking at Strong Capital Markets, LLC, a broker-dealer, and as Chief Compliance Officer at Strong Wealth Advisors, LLC, a registered investment advisor. Both roles involve about half of Brandon's time and are investment-related.
Employment History
Current Registrations
Strong Wealth Advisors, LLC
Strong Capital Markets, LLCBroker
Previous Registrations
Cortex Technology Capital Advisors, LLC
George K. Baum & CompanyBroker
State Registrations3 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.