Sherrod Wealth Management is a registered investment advisor based in Johnston, Iowa, founded in July 2026 by Jonathan Sherrod. The firm provides ongoing portfolio management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Sherrod Wealth Management constructs custom investment portfolios using equities, fixed income, exchange-traded funds, private equity funds, and private placements. In addition to managing investments, Sherrod Wealth Management offers standalone and ongoing financial planning covering retirement, taxes, insurance, college savings, and debt management. The firm serves individuals and high-net-worth clients, maintaining an account minimum of $500,000, which can be waived under certain circumstances.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K+ | 1.00% |
Sherrod Wealth Management charges 1.00% annually for accounts of $500,000 and above. Fees are generally negotiable.