Kilburn Sherman
Kilburn Sherman is a PFS-designated registered investment advisor at Maclendon Wealth Management, LLC, based in Jensen Beach, FL, with 1 years of industry experience. Kilburn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 33 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maclendon Wealth Management provides investment management services for an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.90% and 2.00%, depending on the amount you invest and the type of services you need. New clients are billed as assets are deposited for the first two quarters. Thereafter, MWM's annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by MWM on the last day of the previous quarter. Adjustments will be made for deposits and withdrawals in excess of $500,000 during the quarter.
Location
Jensen Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kilburn is the Managing Director of SJO Worldwide LLC, d/b/a Knight Sky Capital/Knight Sky Ventures, focusing on personal/private equity investments. This investment-related activity takes about half of Kilburn's time, including time during trading hours, and involves investment evaluation.
Employment History
Current Registrations
Maclendon Wealth Management, LLC
State Registrations1 state
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