Middle Road, operating as Sherwood Wealth Management, offers financial planning services covering investment choices, portfolio construction, cash flow management, retirement, estate, and tax planning. They also provide ongoing investment account supervision. Financial plans are customized and may include cash flow analysis, debt management, employee benefits review, retirement planning, education planning, tax strategies, estate planning, divorce consultation, and investment consultation. Clients retain full discretion over implementation decisions.
Assets Under Management$490K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$490K
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Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are based on a straight tier; all household accounts are charged a single percentage rate that declines as asset levels increase.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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