Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
2000 John Loop, Coeur D'Alene, ID, 83814
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Ronald is the COO and a wealth advisor for Pinkerton Retirement Spec. LLC, spending about 10-20% of his time in this role. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust and an Investment Adviser Representative for Sherman Portfolios, LLC.