How does the advisor help clients – Key Takeaways:
CARL P. SHERR & CO., LLC provides comprehensive financial planning and investment management services to clients. They take a personalized approach to help clients achieve their financial goals and objectives.
Facts and Insights
CARL P. SHERR & CO., LLC is a full-service financial advisory firm that has been in business since 2005. According to their most recent SEC filing in 2020, they have $500 million in assets under management and employ 5 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Since 2005 |
Financial Services Offered
CARL P. SHERR & CO., LLC offers a wide range of financial services including:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- College savings planning
Client Types
CARL P. SHERR & CO., LLC caters to a diverse set of clients, including individuals, families, and small business owners. They also work with clients of all income levels and offer customized solutions to meet their unique financial needs.
Fees & Compensation
CARL P. SHERR & CO., LLC charges fees based on a percentage of assets under management. They also offer hourly, fixed, and retainer-based fee structures for financial planning services. They have a fiduciary duty to act in their clients’ best interests and do not receive any commissions or third-party compensation.
Background
CARL P. SHERR & CO., LLC was founded by financial expert Carl P. Sherr in 2005. With over 25 years of experience in the financial industry, Mr. Sherr leads a team of highly qualified advisors who are committed to providing exceptional service to their clients. They have a client-centric approach and prioritize building long-term relationships with their clients.
Financial Advisor Disclosures to Know
CARL P. SHERR & CO., LLC has a clean record with no disciplinary actions or conflicts of interest. They have a strong reputation for ethical practices and compliance with industry regulations.