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How does the advisor help clients – Key Takeaways:
The Sher Wealth Management Group provides expert financial advice and services to clients of all backgrounds. With years of experience and a team of knowledgeable advisors, they are dedicated to helping clients achieve their financial goals. Below are some key insights into how this group can help clients reach financial success.
Facts and Insights
Founded in 2005, The Sher Wealth Management Group has established a reputation for providing reliable and personalized financial management services. With a focus on long-term financial planning and investment management, the group has helped countless clients secure their financial futures.
The group is also registered with the Securities and Exchange Commission (SEC) as an investment advisor and operates as a fee-only fiduciary. This means that they are legally obligated to act in the best interests of their clients at all times.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
| 2010 | $200 million | 8 |
| 2015 | $400 million | 12 |
| 2020 | $600 million | 15 |
Financial Services Offered
The Sher Wealth Management Group offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance strategies. They also provide personalized financial planning tailored to each client’s unique financial goals and needs.
Client Types
The group serves a diverse range of clients, including high net worth individuals, families, and businesses. They also work with clients at different stages of their financial lives, from young professionals just starting to save for retirement to retirees looking to preserve their wealth.
Fees & Compensation
The Sher Wealth Management Group operates as a fee-only advisor, meaning they are compensated solely by their clients and not through commissions or other incentives. This ensures that their recommendations are always in the best interests of their clients and not influenced by outside parties.
They typically charge an annual fee based on a percentage of the client’s assets under management. This fee structure aligns their interests with their clients’ and allows for a transparent and mutually beneficial relationship.
Background
Peter Sher, the founder and CEO of The Sher Wealth Management Group, has over 20 years of experience in the financial industry. He holds various certifications and licenses, including the Certified Financial Planner (CFP) designation and the Series 65 securities license.
The group’s team of advisors also has extensive training and experience in the financial field, ensuring that clients receive top-notch guidance and advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, The Sher Wealth Management Group is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with outside companies and any fees or compensation received for recommending certain products or services.
However, as a fee-only fiduciary, the group is committed to providing unbiased and transparent advice to their clients and will always act in their clients’ best interests.