With an ultra-low 15:1 client-to-advisor ratio, we develop lasting relationships with each of our clients. Our client onboarding process begins with a full accounting of your objectives and concludes with a proposed wealth management plan designed to achieve those objectives. There’s no pressure to commit to anything until you’re confident we’re a good fit.
Schedule an introductory, 15-minute phone call to determine if our expertise is a good match for your wealth management needs.
Together, we'll review your current financial situation, discuss your challenges and concerns, and identify your near- and long-term goals.
We apply our disciplined financial planning framework to develop your personalized wealth management and investment plan.
We work primarily with individuals and families with at least $1.5 million in investable assets who are seeking comprehensive financial advice and services. Our clients include inheritors, property sellers, the recently divorced or widowed, and awardees of settlements or other windfalls. These clients often need help coordinating the various aspects of their complex financial lives.
If this sounds like you, the best way to get started is to schedule a 15-minute introductory phone call with our founder, Brian. This is a great way for us to get to know each other better and determine if our expertise is a good match for your wealth management objectives.
We charge one comprehensive fee for the wealth management services we provide our clients. This quarterly fee can either be a variable assets under management (AUM) fee or a set retainer fee. Either way, the fee is the ONLY way we make money.
Our AUM fee schedule is... 1.00% on the first $2 million 0.75% on the next $3 million 0.50% on the amount over $5 million
Not everyone providing financial advice or managing money is a fiduciary. In fact, most aren't. Some financial advisors are only held to a “suitability” standard. In that case, they may be incentivized (via commissions, kickbacks, etc.) to recommend products that aren’t necessarily the best ones for you.
On the other hand, a fiduciary financial advisor is legally and ethically bound to act in your best interest. Our singular focus is on helping you achieve your financial goals. Since we only get paid for our advice, we will never recommend anything but what we believe to be the best products and services for you.
The simplest way to find out is to ask. If a financial advisor says their firm does not act as a fiduciary at all times, ask why not. As a client or potential client, you have a right to know who you are working with and what that means for your financial success.
Make sure any advisor you’re interviewing can clearly communicate their financial planning approach, investment philosophy, and most importantly, how they’re compensated. If you detect potential conflicts of interest or get a bad feeling about the financial advisor in general, you are likely in the wrong place.
As an independent wealth manager, we do not hold any client assets here at Sherwood Wealth Management. Instead, we partner with best-in-class financial institutions to custody client funds and clear trades. As two of the most reputable and established financial custodians in the industry, we feel confident that Pershing LLC and Charles Schwab & Co. will safeguard our clients’ assets.
As a client, you should expect ongoing, personalized, and proactive financial planning and investment management services. In addition, we help coordinate all areas of your financial life, including tax planning and family legacy planning. In short, we oversee your entire financial picture, so you can focus on enjoying the things that matter to you.
To learn more about becoming a client, check out our new client onboarding process.
Want to learn more? Click the button below to schedule your free consultation.