The Nalls Sherbakoff Group manages investment portfolios and offers personalized financial planning, pension consulting, and educational workshops. The firm builds customized investment strategies primarily using stocks, corporate bonds, mutual funds, and exchange-traded funds, while monitoring performance and rebalancing portfolios on an ongoing basis. Services are tailored to each client's specific financial situation, risk tolerance, and goals.
Assets Under Management$340M
Clients500
Advisors3
Avg. per Client$670K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees for amounts over $3,000,000 are negotiable. Some legacy clients may be subject to different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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