Investment Management
Investment Management does not have to be an expensive task. The industry is built around fees based on Assets Under Management (AUM), net wealth, and/or commissions, which in the long run decrease real returns.
I do not believe this is the best method to compensate the advisor, nor is it in the best interest in the client. I charge for the work I do based on a hourly rate with an outsourced fund manager*. Contact me for more information!
*My fees do not include fund manager costs, currently at $500 per account, or mutual fund expenses, which are 0.09% to 0.25%, depending on investment selection. Sherman Financial itself does not hold custody of client accounts; First Assent Asset Management manages the funds under the direction of Sherman Financial.
I do not believe this is the best method to compensate the advisor, nor is it in the best interest in the client. I charge for the work I do based on a hourly rate with an outsourced fund manager*. Contact me for more information!
*My fees do not include fund manager costs, currently at $500 per account, or mutual fund expenses, which are 0.09% to 0.25%, depending on investment selection. Sherman Financial itself does not hold custody of client accounts; First Assent Asset Management manages the funds under the direction of Sherman Financial.