Natalie Sherman is a registered investment advisor at &wealth Partners, based in Baltimore, MD, with 5 years of industry experience. Natalie 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. Their firm serves 103 clients with $510M 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 | 1.00% |
&Wealth Partners may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
1629 Thames Street, Suite 300, Baltimore, MD, 21231
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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
Natalie is a member of the Board of Trustees for Baltimore School for the Arts Foundation, Inc., Baltimore School for the Arts, and Chesapeake Bay Outward Bound School, Inc., all tax-exempt educational organizations. She dedicates minimal time to each of these roles.
Employment History
Current Registrations
&wealth Partners
State Registrations2 states
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