Sherow Management provides investment advice to high net worth individuals, trusts, estates, and a private fund. Sherow manages investments and may customize strategies based on a client's needs. Sherow evaluates and selects investments after applying their internal due diligence process. Sherow does not provide securities custodial or other administrative services.
Assets Under Management$47M
Clients1
AdvisorsN/A
Avg. per Client$47M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable. Sherow also receives 20% of any gains in the client's account during the year, subject to a “high water mark”.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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