Assets Under Management
$293.7M
Number of Clients
373
Number of Advisors
2
Average Client AUM
$787K
AUM per Advisor
$146.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Nalls Sherbakoff Group, LLC is a registered investment adviser offering portfolio management and financial planning services tailored to individual client needs. They provide discretionary management services, monitor portfolios, and rebalance as needed. They also offer pension consulting services to employee benefit plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for amounts over $3,000,000.
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922