Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”) for more details of The Sher Wealth Management Group advisory services and fees, respectively. Fees below are charged when clients request the services listed. Fees below may not apply to all clients. Fees may be negotiable.
| Fees Charged by Investment Adviser | Fee Amount | Frequency Fee is Charged | Services |
| Assets Under Management Fee (AUM) | 2.5% | Quarterly in Advance | Portfolio Management for Individuals and/or small businesses and selection of other advisers |
| Hourly Fee | $300 | Quarterly in Advance | Financial Planning Services |
| Subscription Fee | $0 | N/A | N/A |
| Fixed Fee | $0 | N/A | N/A |
| Commissions to the Adviser | $0 | N/A | N/A |
| Performance-based Fee | $0 | N/A | N/A |
| Other | $0 | N/A | N/A |
| Fees Charged by Third Parties | Fee Amount | Frequency Fee is Charged | Services |
| Third Party Money Manager | Included in AUM Fee | Quarterly in Advance | Portfolio Management for Individuals and/or small businesses and selection of other advisers |
| Robo-Adviser Fee | $0 | N/A | N/A |
| Fee Total | Talk with your Adviser about fees and costs applicable to you |
Additional fees and costs to discuss with your Adviser
| Additional Fees/Cost | Yes/No | Paid To |
| Brokerage Fees | Yes | LPL Financial |
| Commissions | No | N/A |
| Custodian Fees | Yes | LPL Financial |
| Mark-ups | Yes | LPL Financial |
| Mutual Fund/ETF Fees and Expenses | Yes | Mutual Fund/ETF Companies |