Sherman Portfolios, LLC
Assets Under Management
$581.6M
Number of Clients
1,533
Number of Advisors
2
Average Client AUM
$379K
AUM per Advisor
$290.8M
Compensation
Commission-BasedFee-Only (AUM)
About This Firm
Sherman Portfolios, LLC (SPL) offers consulting and asset management services to Sherman Advisor Group Experience (SAGE) members, who are independent investment advisors. SPL provides the STARSHIP Turnkey Asset Management Program (TAMP) and Sherman Launch System (SLS) Daily Signals to SAGE members. SPL does not directly manage individual client accounts.
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
Location
2000 John Loop, Coeur D'Alene, ID, 83814