Carl P. Sherr & Co. provides investment management based on your individual needs and goals. They also offer financial planning covering retirement, education funding, estate planning, and insurance needs. The firm uses a team approach to financial planning, coordinating with your other professionals as needed. You are not required to purchase any financial products from them.
Assets Under Management$450M
Clients296
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Carl P. Sherr & Co.'s annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.50% to 1.50%. Fees are billed monthly. A minimum of $500,000 is required for this service, but this may be negotiable.
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