Sherman Financial & Wealth Management (SFWM) manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. SFWM also offers a comprehensive financial planning service (Personal CFO Program) for an annual retainer.
Assets Under Management$6.6M
Clients28
Advisors1
Avg. per Client$240K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
All clients, excluding the Quick Start Plan program, must pay a minimum annual fee of $1,000.00.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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