Carl P. Sherr & Co. is a registered investment advisor based in Massachusetts that has been in business since 1964. The firm offers continuous portfolio management and comprehensive financial planning services to individuals, families, small businesses, and trusts. Carl P. Sherr & Co. designs customized investment portfolios based on each client's specific goals, time horizon, risk tolerance, and tax considerations. Portfolios typically include exchange-listed securities, mutual funds, exchange-traded funds, corporate debt, municipal securities, and government bonds, with asset custody primarily maintained at Fidelity Institutional Wealth Services. In addition to investment management, Carl P. Sherr & Co. provides holistic financial planning covering retirement planning, education funding, investment analysis, estate planning, insurance needs analysis, and cash flow, budgeting, and tax analysis. The firm operates as a legally required fiduciary, meaning advisors must act in the client's best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.50% to 1.50% annually based on a percentage of assets under management. Fees are negotiable on a client-by-client basis.