Sherman, Young & Leavitt, LLC

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Client assets under management

$77,087,181

Clients

356

22% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

178

Very High

Average account size

$216,537

About

Sherman, Young & Leavitt provides discretionary investment supervisory services to individuals, closely held businesses, and trusts, operating on a fee-only basis. The firm generally manages portfolios using mutual funds and exchange-traded funds and does not participate in wrap-fee programs.

Clients’ risk preferences and financial positions are evaluated to determine asset mixes, and the firm applies charting alongside fundamental and technical analysis in portfolio construction, with periodic (at least annual) reviews. Custody and execution are conducted through Charles Schwab, which also provides research and an online platform used by the firm.

The firm maintains a small advisory team while serving several hundred client relationships, resulting in a relatively high client-to-advisor ratio compared with many peers. Founded in 1998, its principals include a CPA and a part-time attorney (whose legal practice focuses on California employment law); advisors may hold some of the mutual funds, stocks and ETFs they recommend, and the firm does not vote client securities.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Percentage

$0 - $500,000: 1% $500,000+: 0.5%

Other

Fee-only: Fee only adviser; advisory fees are computed as a percentage of assets under management

Main office location

Sherman, Young & Leavitt, LLC

12708 Tidewater

Oregon City OR 97045, United States

Number of offices

Most active in

Oregon

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

503-307-6850

Advisors at this firm

Tracy S

Series 65

Oregon City, OR

Sherman, Young & Leavitt, LLC

Tracy Sherman is a financial advisor at Sherman, Young & Leavitt, LLC, holding a Series 65 designation. Sherman has no prior industry experience but worked at the Gates Foundation for 11 years before joining Michael Sherman LLC. Sherman, Young & Leavitt provides investment supervisory services to individuals, closely held businesses, and trusts as a fee-only adviser. The firm manages client portfolios primarily using mutual funds and exchange-traded funds, applying a combination of charting, fundamental, and technical analysis to construct portfolios tailored to each client's risk preference and financial position.

Passive / index investing

Patrick S

Series 65

Oregon City, OR

Sherman, Young & Leavitt, LLC

Patrick Sherman is a Series 65-credentialed advisor at Sherman, Young & Leavitt, LLC with three years of industry experience. He has worked at Duane Morris LLP since 2009, maintaining a concurrent legal career. Sherman, Young & Leavitt is a fee-only advisory firm that manages discretionary client portfolios primarily using mutual funds and exchange-traded funds. The firm serves individuals, closely held businesses, and trusts, applying a combination of charting, fundamental, and technical analysis to portfolio construction.

Passive / index investing

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