The Sherry Group (TSGI) provides asset management and financial planning services. TSGI looks at a client's overall financial situation, goals, and investment objectives. Areas of focus include investments, retirement planning, insurance, estate planning, and financial organization. TSGI helps clients establish long-term financial goals and develops a portfolio asset allocation based on a risk/reward analysis. Each client receives a tailored investment strategy.
Assets Under Management$130M
Clients203
Advisors3
Avg. per Client$640K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable depending on extenuating circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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