The Sherwin Group offers investment advisory services through its Asset Management Program. The firm gathers client information to determine investment goals, objectives, time horizons, risk tolerance, and liquidity needs. The Sherwin Group provides investment advice and manages accounts on a continuous basis, either with or without discretion. They also offer Investment Consulting Services and Retirement Plan Consulting Services.
Assets Under Management$38M
Clients242
Advisors2
Avg. per Client$160K
Avg. per Advisor$19M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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