Sherman Wealth Solutions offers investment advice to individuals, high net worth individuals, trusts, estates, and retirement plans. The firm provides customized investment solutions and financial planning services, including retirement planning, education savings, and tax planning. Sherman Wealth Solutions may recommend unaffiliated investment managers. Clients are not obligated to implement any recommendations.
Assets Under Management$29M
Clients66
Advisors1
Avg. per Client$440K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Sherman Wealth Solutions' investment management fee ranges from 0.40% to 1.50% annually, based on the scope and complexity of services, the level of assets managed, and the overall relationship. Fees are paid quarterly, based on the value of your portfolio at the end of the quarter. Fees may be negotiable.
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