Steven Sherman is a sole proprietor who manages investment portfolios for individuals and IRA accounts. He uses fundamental and technical analysis to make investment decisions, emphasizing diversification through Exchange Traded Funds (ETFs) and Closed-End Funds. Clients maintain their accounts at the broker of their choice, and Steven Sherman receives a quarterly fee based on the value of the portfolio.
Assets Under Management$5M
Clients25
Advisors1
Avg. per Client$200K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Steven Sherman charges a quarterly fee based on a percentage of the value of your portfolio. He does not charge any other fees beyond this quarterly fee.
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