The Sherrington Group
Assets Under Management
$105.6M
Number of Clients
122
Number of Advisors
2
Average Client AUM
$866K
AUM per Advisor
$52.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Sherrington Group offers financial planning and investment advisory services to individuals, trusts, charitable organizations, corporations, and retirement plans. Financial planning covers cash flow, tax, college funding, retirement, death/disability, estate planning, and risk management. Investment advice is tailored to individual needs, focusing on long-term strategies and diversification.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee Estimator
Financial planning fees vary based on the complexity of your situation, ranging from $2,500 to $10,000 in the first year for "Full" plans and $2,500 to $5,000 for "Lite" plans. These fees decrease in subsequent years. Investment advisory fees are based on a percentage of assets managed (see table). Hourly engagements are available at $200 per hour, subject to a minimum fee. Fees may be negotiable depending on the services performed.
Areas of Practice
Location
2175 Riverside Drive, Columbus, OH, 43221