Sherman Asset Management (SAM) offers financial planning and investment management services. Financial planning helps clients align their goals and resources. Investment management involves managing client investment accounts. SAM also provides reviews and analysis of annuities, life insurance, long-term personal care, and disability offerings. SAM manages an affiliated pooled investment vehicle, Signal 7 Tactical Sentiment Fund LP.
Assets Under Management$140M
Clients33
Advisors1
Avg. per Client$4.3M
Avg. per Advisor$140M
Fee Structure
Planning is charged separately
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
There is a $3,000 minimum annual fee. Certain "legacy clients" will have a different fee schedule and/or billing practices.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...