OUR FEES

Our fee structure in small part is paid by our clients with the balance charged to the chosen financial advisor which in no part will be paid by Sherwood Clients. We strive to keep the client portion very affordable and ranges from $1-10,000 depending on the scope of the engagement.

Some clients need and require a quick process while others want and require a more involved process.

THIS INCLUDES

A review of our client’s current financial situation & goals.

 Based on that we help our clients understand the different types of advisory firms and
decide on a short list of “best in class” advisors.

 Depending on level of engagement we attend advisor meetings and ask the tough
questions or de-brief after client led meeting.

 We both determine clients current fee structure and options available with new advisors
and negotiate the lowest fees possible.

 We help the client make the best choice possible and have the peace of mind that they
have the bet advisor possible for the long term.

Book a no obligation discovery call, to learn more about the process, finalize the fee and start
the liberating process of discovery and financial advisor selection.