Sherman, Young & Leavitt, L.L.C. offers investment management services, charging a fee based on the value of your portfolio. They primarily invest in mutual funds and exchange-traded funds (ETFs). The firm assesses your risk tolerance and financial situation to create a suitable investment mix. They manage investments with the authority to make trades without asking you first. Charles Schwab is used as the custodian for client accounts.
Assets Under Management$72M
Clients370
Advisors3
Avg. per Client$190K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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