The Nalls Sherbakoff Group, LLC
Assets Under Management
$293.7M
Number of Clients
373
Number of Advisors
2
Average Client AUM
$787K
AUM per Advisor
$146.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Nalls Sherbakoff Group, LLC offers personalized investment advisory services including portfolio management, financial planning, pension consulting, and educational seminars. They tailor investment advice to meet client needs, objectives, and risk tolerance, monitoring portfolios and rebalancing as needed. They primarily advise on equity securities, corporate debt, mutual funds, and ETFs.
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+ | 0.50% |
Fees negotiable for accounts over $3,000,000. Some legacy clients may be subject to a different fee schedule.
Fee Estimator
The fee for portfolio management is based on a percentage of assets managed, according to a tiered schedule. For assets over $3,000,000, the fee is negotiable. Financial planning services are billed hourly, up to $300/hour, depending on the plan's scope and complexity. Pension consulting fees range from 0.60% to 1.00% of plan assets under advisement. Some legacy clients may have different fee schedules.
Areas of Practice
Location
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922