Sherpa Capital Management (SCM) offers investment management and financial planning services to individuals, trusts, and businesses. SCM works with clients to determine their investment objectives and risk profile, then designs a written investment policy. SCM manages portfolios of mutual funds, ETFs, and fixed income securities, and may use model portfolios. SCM also offers financial planning services, which may include investment planning, budgeting, insurance analysis, tax management, and retirement planning.
Assets Under Management$110M
Clients142
Advisors2
Avg. per Client$750K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
Fees may be negotiable. Accounts for family members may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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