Sherman Portfolios, LLC
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Overview
Sherman Portfolios, LLC operates as an advisory firm based in Coeur D Alene, Idaho. It has a small group, including 1 financial advisor. Sherman Portfolios, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, equities and options.
The company's headquarters is at 2000 John Loop, Coeur D Alene, Idaho 83814. The company is legally permitted to provide services to clients across a few states, including Florida, Idaho, Kansas and Missouri.
Number of Advisors
Disclosures
Office Location
Sherman Portfolios, LLC by the Numbers
1
Products and Services
Sherman Portfolios, LLC offers a number of financial services, which can include portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Sherman Portfolios, LLC is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees usually are based on which services are offered. Fees billed by Sherman Portfolios, LLC typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Sherman Portfolios, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Sherman Portfolios, LLC
Coeur D Alene, ID
Coeur D Alene, ID
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