The Sher Wealth Management Group provides investment advice and asset management. Philip Sher, the firm's founder, is a Certified Financial Planner and Certified Retirement Counselor. Sher Wealth offers several investment options, including Strategic Wealth Management accounts and programs available through LPL, such as Optimum Market Portfolios, Personal Wealth Portfolios, and Model Wealth Portfolios. Investment strategies are tailored to individual client needs.
Assets Under Management$150M
Clients56
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The account fee charged to the client for each advisory program is negotiable, subject to the maximum annual fee of 1.25%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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