Sherpa Wealth Management LLC provides discretionary asset management services to individuals and high-net-worth individuals. Founded in 2025 and based in San Antonio, Texas, the firm builds customized investment portfolios based on each client's goals, time horizons, objectives, and risk tolerance. In addition to direct portfolio management, Sherpa Wealth Management partners with external co-advisors and third-party managers to offer specialized investment strategies and models. As part of its investment advisory services, the firm may also deliver financial planning covering estate plans, trusts, taxes, insurance, retirement income, and college planning at no additional cost. The firm operates with no account minimums and charges advisory fees as a percentage of managed assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Direct asset management fee is 1.00% annually. When utilizing co-advisors or third-party managers, total fees vary by portfolio program and may include additional manager fees and technology fees.