Sherrill & Hutchins Financial Advisory (SHFA) provides financial planning, investment management, retirement plan advisory, and estate distribution services. They work with clients to understand their financial situation and goals, then develop investment guidelines. SHFA manages investment portfolios on a discretionary basis, meaning they can make trades without asking you first. They primarily invest in mutual funds and ETFs.
Assets Under Management$620M
Clients409
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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