Assets Under Management
$105.6M
Number of Clients
122
Number of Advisors
2
Average Client AUM
$866K
AUM per Advisor
$52.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Sherrington Group offers financial planning covering cash flow, tax planning, college funding, retirement, death/disability, estate planning, and risk management. Investment advisory services are tailored to individual needs, focusing on long-term strategies and diversification using mutual funds, U.S. Government Securities, and tax-exempt bonds. They manage accounts on a non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
2175 Riverside Drive, Columbus, OH, 43221