Sherrill & Hutchins Financial Advisory INC
Assets Under Management
$565.9M
Number of Clients
408
Number of Advisors
5
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$113.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Sherrill & Hutchins Financial Advisory provides financial planning and investment management services. They work with clients to understand their financial situation and goals, then develop an investment strategy. For clients with $1,000,000 or more, they offer a Wealth Management Service that includes a wide range of financial planning services and discretionary investment management. They also offer retirement plan advisory services and estate distribution services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In the few instances when clients elect to forgo Financial Planning Services, the fee for Wealth Management services may be reduced, depending on the specific circumstances and at our sole discretion.
Fee Estimator
Areas of Practice
Location
4401 Northside Parkway, Nw, Suite 425, Atlanta, GA, 30327