Our Fees
Straightforward and Transparent Fees
At Sherr Financial (SFA), our fee structure is designed to be both transparent and competitive with the industry average, offering you exceptional value for our services. As your assets grow, our fees become more cost-effective, reflecting our commitment to rewarding long-term partnerships.
Transparent Fee Structure
As independent financial advisors, we’re free to act in your best interest, without any pressure to promote proprietary products or strategies. This means that our interests are aligned with yours and ensures we can focus on providing objective advice with integrity and care.
Additionally, while we offer access to Separately Managed Accounts (SMAs) as an option. We ensure all costs related to SMAs are considered carefully so you can benefit from personalized investment strategies and cost-conscious decision-making.
We want you to know that we’re dedicated to keeping costs reasonable and aligned with industry standards.
We focus on building a lasting relationship with you, allowing us to understand what drives your financial decisions and matters most to you.
We help you navigate the complex emotions that often come with wealth and financial success, empowering you to move forward confidently.
We’ve assembled a team that offers something personal—something you won’t find by going it alone, using a robo-advisor, or working with a big-name brokerage that may not always have your best interests at heart.
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