Patrick Sherman is a registered investment advisor at Sherman, Young & Leavitt, LLC, based in Oregon City, OR, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 370 clients with $72M 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 $500K | 1.00% |
| $500K+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Location
12708 Tidewater, Oregon City, OR, 97045
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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
Sherman, Young & Leavitt, LLC
State Registrations1 state
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