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, as well as our proposed wealth management plan. 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 affluent individuals and families, inheritors, property sellers, the recently divorced or widowed, and awardees of settlements or other windfalls, who need help coordinating the various aspects of their financial life and securing their financial future.
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 needs and objectives.
We charge one comprehensive fee for the wealth management services we provide our clients. This fee can either be an assets under management (AUM) fee or a flat retainer fee. It 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. Some financial advisors are only held to a lesser “suitability” standard. For example, they may be incentivized to recommend products that aren’t necessarily in your best interest if they earn them a larger sales commission.
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 the best products and services for you. The fee you pay only increases if the value of your investments does too.
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 may be 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.
Ready to speak with a fiduciary advisor? Click the button below to schedule your free consultation.