The Sherrington Group offers financial planning and investment advice to individuals, trusts, businesses, and retirement plans. Financial planning covers areas like cash flow, tax, college funding, retirement, estate planning, and risk management. Investment advice is tailored to individual needs, focusing on long-term strategies and diversification using mutual funds, government securities, and individual stocks. The Sherrington Group does not make trades without client approval.
Assets Under Management$93M
Clients97
Advisors2
Avg. per Client$950K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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