Daniel Walter Pinkerton

CFP

Sherman Portfolios, LLC

34 Years of Experience

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Firm Information

Sherman Portfolios, LLC

Compensation

Commission-BasedFee-Only (AUM)

Number of Advisors

2 advisors

Number of Clients

1,533 clients

Average Client Portfolio

$379K average

Assets Under Management

$581.6M

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Sherman Portfolios' fees are negotiated with third-party investment advisors. For the STARSHIP TAMP program, fees are based on the strategy used: 0.35% annually for Active & Passive Models and 0.80% annually for Tactical Models. SPL generally imposes a minimum account size of $5,000 for all model portfolios, but this may be waived. SLS subscription fees vary depending on the package selected.

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Areas of Practice

Investment Management

Advisor Information

Office location

2000 John Loop, Coeur D'Alene, ID, 83814

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Regulatory History (1)

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Regulatory

July 1998

Final

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Other Business ActivitiesSells Insurance

Daniel is involved in several business activities, including church leadership, non-profit work, real estate ownership, livestock raising, and various investment-related holding companies and advisory businesses. He also owns a non-variable insurance brokerage, though he currently spends no time servicing legacy policies.