Carlyle Sherrill
Carlyle Sherrill is a registered investment advisor at Private Client Services, LLC, based in Salisbury, NC, with 2 years of industry experience. Carlyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
1816 E. Innes St., Ste 102, Salisbury, NC, 28146
Get directionsHistory
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 ActivitiesSells Insurance
Carlyle is an associate at Bradshaw Rogers Financial Partners, Inc. and also an insurance producer selling non-variable insurance since November 2023. One of the associate roles is a DBA name for marketing purposes only, while the other is related to how Carlyle's S-corp pays his salary.
Employment History
Current Registrations
Prime Capital Financial
Private Client Services, LLCBroker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
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.