Sherman Financial & Wealth Management
Sherman Financial & Wealth Management (CRD# 290219) is a financial advisory firm headquartered in Charleston, SC. They manage $6,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sherman Financial & Wealth Management
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$200,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
SC
Financial Advisors at Sherman Financial & Wealth Management
1
Patrick Sherman (CRD# 5653638) is an Investment Advisor Representative working at Sherman Financial & Wealth Management in Charleston, SC and has over 14 years of experience in the finance industry.
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