Sheridan Capital Management provides investment advice to individuals. The firm creates portfolios of mutual funds and exchange traded funds tailored to each client's needs. Sheridan reviews portfolios at least quarterly and rebalances them as needed. As a fiduciary, Sheridan is legally required to act in the client’s best interest.
Assets Under Management$180M
Clients113
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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