Sherwood Wealth Management offers investment advisory solutions including financial planning and investment management. Financial planning covers cash flow, budgeting, education funding, retirement, risk management, estate, and tax planning. Investment management provides ongoing supervision of client investment portfolios. Sherwood Wealth Management typically requires new clients to have at least $1 million in investable assets.
Assets Under Management$22M
Clients18
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable to a degree. The firm may choose to charge a flat dollar fee on a quarterly basis for any of the services offered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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