Sherwood Financial Partners provides portfolio management based on individual client goals, including creating investment strategies and monitoring portfolios. They also offer a Family Office Engagement for high-net-worth families. Their Basic Investing Engagement offers basic financial planning and investment management at a lower fee. Sherwood Financial Partners also provides financial planning and basic tax preparation services.
Assets Under Management$260M
Clients83
Advisors3
Avg. per Client$3.1M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
This is for Portfolio Management. Family Office Engagement is 0.60%. Basic Investing Engagement is 0.40%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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