Matthew Sherman
Matthew Sherman is a registered investment advisor at Abraham & CO., INC., based in Gig Harbor, WA, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 355 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Abraham & Co. charges an annual fee based on the value of your managed account. The fee is calculated on the average daily balance and billed monthly or quarterly. The rate decreases as your account value increases:
- $50,000-$250,000: 1.50% per year
- $250,000-$500,000: 1.25% per year
- $500,000-$1,500,000: 1.00% per year
- $1,500,000 - $3 million: 0.90% per year
- Over $3 million: Negotiated rate
Location
Gig Harbor, WA
Get directionsHistory
Regulatory History (4)
Criminal
March 2007Criminal
December 2005Criminal
November 2005Criminal
November 2005Other Business ActivitiesSells Insurance
Matthew is the President of ClearPath Financial and Insurance Solutions, LLC, an independent insurance producer, since 2017. He manages operations, dedicating about half his time during trading hours and about 10-20% of his time outside trading hours to this business.
Employment History
Current Registrations
Abraham & CO., INC.
State Registrations6 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.