Assets Under Management
$450.5M
Number of Clients
296
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$150.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Carl P. Sherr & Co., LLC provides investment management services on a discretionary or non-discretionary basis and comprehensive financial planning for individuals, families, and small businesses. Financial planning covers retirement, education, investments, estate, insurance, cash flow, budgeting, and tax analysis.
446 Main Street, Worcester, MA, 01608