Advisor at Sherman Financial & Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sherman Financial & Wealth Management
Location
Daniel Island, SC 29492
Credentials
Series 63, Series 65
Industry experience
16 years
Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management, an independent firm based in Daniel Island, SC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior roles at Signator Investors, Atlantic Coast Advisory Group, and Transamerica Financial Advisors. Sherman Financial & Wealth Management serves individuals, families, high-net-worth clients, and charitable organizations with portfolio management and financial planning services. The firm employs a client-specific investment approach combining passive indexing and active strategies with a focus on dividend growth, and it offers services such as written financial plans, a Personal CFO retainer program, and held-away retirement account management.
Based on Sherman Financial & Wealth Management
Based on Sherman Financial & Wealth Management
Project-based financial planning fixed fees ranging from $2,000 to $4,000 depending on complexity. QuickStart Plan fixed fee of $999.
$100,000 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Comprehensive Financial Planning ongoing annual retainer fee of $2,000 paid monthly ($167) or quarterly ($500), negotiable.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for any new on-going client (excluding QuickStart Plan). Flat $1,000 annual fee for clients with less than $100,000 AUM. Fee-only: Comprehensive Financial Planning: $500 upfront plus $2,000 annual retainer paid monthly or quarterly. Fixed fee financial planning: $2,000 to $4,000 depending on complexity. QuickStart Plan fixed fee: $999.
1410 Elfe Street
Daniel Island, SC 29492
South Carolina
Sherman Financial & Wealth Management LLC
2017 - Present (9 years)
Signator Investors, Inc.
2016 - 2017 (1 year)
Atlantic Coast Advisory Group
2014 - 2017 (3 years)
Transamerica Financial Advisors, Inc
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Other specialized services
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Series 63, Series 65
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